| Name | Title | Ownership | Since |
|---|---|---|---|
| Erin Jane Neil Control | President & Chief Compliance Officer | 50-75% | 2007 |
| Jeffery Dane Brookshire Control | Vice President, Corporate Secretary, Treasurer | 50-75% | 2007 |
Pacific Wealth Strategies Group, Inc. reports $217.7 million in regulatory assets under management on its Form ADV.
Pacific Wealth Strategies Group, Inc. reports 3 employees.
Pacific Wealth Strategies Group, Inc. is based in Santa Barbara, CA and has been SEC-registered since 2007.
Pacific Wealth Strategies Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4141 State Street, Suite B11, Santa Barbara, CA 93110 |
| Phone | 805-966-7775 |
| Fax | 805-966-7736 |
| Office hours | 8a.m. To 1p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $185.9M |
| Non-discretionary | $31.8M |
| Total (RAUM) | $217.7M |