RIA Intel›Advisers›California›PACIFIC SUN FINANCIAL CORP

PACIFIC SUN FINANCIAL CORP

Advisory

N·LOS ANGELES, CA

Data as of Nov 12, 2024 · Source: SEC Form ADV

Total AUM
$290M
1-Year AUM Growth
+15.5%
3-Year CAGR
+5.0%
Employees
3
Assets Under Management
Total AUM$290M
Discretionary AUM$290M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients382
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record16
First FilingJun 10, 2016
Latest FilingNov 12, 2024
🔒 Full AUM trend chart and 16 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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