PACIFIC FINANCIAL STRATEGIES, INC

THOUSAND OAKS, California·3 registered advisors·CRD# 151434
SEC# 801-708491(818) 991-7794
01

Firm Overview

AUM
$138M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Other: HOURLY/FIXED FEES FOR FINANCIAL PLANNING
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PACIFIC FINANCIAL STRATEGIES, INC

3 registered advisors
Anna-Christina Brockschmidt
THOUSAND OAKS, California
Brenda Jean Coyle
THOUSAND OAKS, California
Joseph Arthur Garcia
THOUSAND OAKS, California
05

Office Locations

THOUSAND OAKS, California
3 advisors

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Data sourced from SEC Form ADV filings. PACIFIC FINANCIAL STRATEGIES, INC (CRD# 151434) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.