| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna-Christina Brockschmidt | Vice President/Financial Advisor | Over 75% | 2015 |
| Joseph Arthur Garcia Control | President/Chief Compliance Officer | 5-10% | 2009 |
Pacific Financial Strategies, Inc reports $181.7 million in regulatory assets under management on its Form ADV.
Pacific Financial Strategies, Inc reports 5 employees.
Pacific Financial Strategies, Inc is based in Thousand Oaks, CA and has been SEC-registered since 2009.
Pacific Financial Strategies, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 223 E. Thousand Oaks Blvd., Suite 403, Thousand Oaks, CA 91360 |
| Phone | (818) 991-7794 |
| Fax | (818) 735-0780 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $181.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $181.7M |