Pacific United Planning

Pacific United Planning (CRD# 283091) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $21,805,164 in 260 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
20955 Pathfinder Rd, Ste 100, Diamond Bar, CA 91765
http://pacunited.com
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $83,866
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Pacific United Planning
Showing 1 - 1 of 1 top financial advisors.
1
David Yu, financial advisor Phillips Ranch CA
David Yu
CRD#: 5428447
Phillips Ranch, CA

David Yu (CRD# 5428447) is an Investment Advisor Representative working at Pacific United Planning in Phillips Ranch, CA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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