The Pacific Center For Financial Services

Overview

The Pacific Center For Financial Services is an independent registered investment adviser that has been SEC-registered since 1997 and operates as a corporation owned by a domestic entity/individual. The firm focuses on serving individuals and families, offering financial planning and discretionary portfolio management for individuals and small businesses. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, reflecting a practice that combines ongoing investment oversight with project-based planning work. Service lines are concentrated on wealth management and planning rather than institutional consulting or capital allocation. The firm is not identified as a multi-state adviser or pension consultant and does not list related-adviser activity. That positioning suggests a boutique RIA model oriented toward private clients rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives