| Name | Title | Ownership | Since |
|---|---|---|---|
| Gloria Schliesser Control | Cfo/Director | Under 5% | 1997 |
| Schliesser Family Trust Control | Owner | Over 75% | 2007 |
| Stephen Frederick Schliesser Control | Chief Compliance Officer | Under 5% | 2004 |
The Pacific Center for Financial Services reports $960.6 million in regulatory assets under management on its Form ADV.
The Pacific Center for Financial Services reports 4 employees.
The Pacific Center for Financial Services is based in San Ramon, CA and has been SEC-registered since 1997.
The Pacific Center for Financial Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2000 Crow Canyon Place, Suite 430, San Ramon, CA 94583 |
| Phone | (925) 838-7700 |
| Office hours | 8:30 To 5:00 (2:00 Fridays) |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $901.7M |
| Non-discretionary | $58.9M |
| Total (RAUM) | $960.6M |