RIA Intel›Advisers›California›THE PACIFIC CENTER FOR FINANCIAL SERVICES

THE PACIFIC CENTER FOR FINANCIAL SERVICES

Advisory

N·SAN RAMON, CA

Data as of Apr 30, 2026 · Source: SEC Form ADV

Total AUM
$961M
1-Year AUM Growth
+15.9%
3-Year CAGR
+2.8%
Employees
4
Assets Under Management
Total AUM$961M
Discretionary AUM$902M
Non-Discretionary AUM$59M
Discretionary %93.9%
Total Clients781
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record50
First FilingNov 9, 2000
Latest FilingApr 30, 2026
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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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