PACWEST FINANCIAL MANAGEMENT, INC.

PACWEST FINANCIAL MANAGEMENT INC
PHOENIX, Arizona·1 registered advisor·CRD# 108740
SEC# 801-55059602-997-8882
01

Firm Overview

AUM
$226M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PACWEST FINANCIAL MANAGEMENT, INC.

1 registered advisor
Elliot Craig Kauffman
PHOENIX, Arizona
05

Office Locations

PHOENIX, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. PACWEST FINANCIAL MANAGEMENT, INC. (CRD# 108740) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.