Pacific Financial Strategies, Inc.
Pacific Financial Strategies, Inc. (CRD# 151434) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $138,021,035 in 707 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Pacific Financial Strategies, Inc.
By the Numbers
-
Total Assets Under Management138MILLION
-
Total Number of Accounts707ACCOUNTS
-
Average Account Value$195,221
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, ID, TX, UT, WA
Financial Advisors at Pacific Financial Strategies, Inc.
1
Anna-christina Brockschmidt
CRD#:
6317269
223 E. Thousand Oaks Blvd., Suite 403,
Thousand Oaks,
CA
91360
Anna-christina Brockschmidt (CRD# 6317269) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 8 years of experience in the finance industry.
2
Joseph Garcia (CRD# 1626067) is an Investment Advisor Representative working at Pacific Financial Strategies, Inc. in Thousand Oaks, CA and has over 25 years of experience in the finance industry.
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