THE PACIFIC CENTER FOR FINANCIAL SERVICES
Firm details
- Headquarters
- DANVILLE, California
- CRD number
- 104557
- Registered since
- December 16, 1997
- Website
- www.pcfsonline.com
- Custodians
- CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.04%
- Individuals16.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Pacific Center For Financial Services is an independent registered investment adviser that has been SEC-registered since 1997. The firm focuses on individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing along with options for hourly and fixed fees. The adviser does not position itself as a capital allocator or pension consultant, does not identify as an active ESG investor, and is organized as a domestic corporation with individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities15%
- US Government Bonds11%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2GLORIA SCHLIESSER
Chief Financial OfficerCRD 4297755
STEPHEN SCHLIESSER
President and CEOCRD 1439219
Contacts
3 of 3ASHLEY SOUZA
Investment Advisor RepresentativeCRD 4878053
JOHN BARGMANN
OSJ Branch ManagerCRD 2648467
CHAD FRANCK
Investment Advisor RepresentativeCRD 4458979
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 222Active vs passive
$351M in ETFs
79%
$277M
19%
$73.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $55.9M | 1,123,799 | 15.96% |
Location
DANVILLE, CA
CONTRA COSTA
Location
DANVILLE, CA
Headquartered in DANVILLE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- CONTRA COSTA
- Address
- 156 Diablo Rd
- Time zone
- PT (UTC-8)
- Office locations
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