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Pacific Sun Financial Corp

● SEC registered since 2016CRD 284286SEC# 801-107989Los Angeles, CA
Export (members)
Reg. AUM
$290M
Employees
4
Accounts
879
Location
Los Angeles, CA

Pacific Sun Financial Corp assets under management

Pacific Sun Financial Corp operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2016. It reports $290 million in regulatory assets under management and employs 4 people.
www.pacsunfinancial.comView on SEC.gov ↗

Pacific Sun Financial Corp owners & executives

1 reported
NameTitleOwnershipSince
Mitchell Jeffrey Fisher ControlPresident & Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Pacific Sun Financial Corp manage?

Pacific Sun Financial Corp reports $290 million in regulatory assets under management on its Form ADV.

How many employees does Pacific Sun Financial Corp have?

Pacific Sun Financial Corp reports 4 employees.

Where is Pacific Sun Financial Corp located?

Pacific Sun Financial Corp is based in Los Angeles, CA and has been SEC-registered since 2016.

Does Pacific Sun Financial Corp disclose fund performance?

Pacific Sun Financial Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10940 Wilshire Blvd, Suite 1450, Los Angeles, CA 90024
Phone949-716-8646
Office hours8a.m. - 4p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK947517
Discloses disciplinary historyNo

Assets under management

Discretionary$290M
Non-discretionary$0
Total (RAUM)$290M