Pacific Wealth Strategies Group, Inc.
Pacific Wealth Strategies Group, Inc. (CRD# 144789) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $195,991,930 in 708 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management196MILLION
Total Number of Accounts708ACCOUNTS
Average Account Value$276,825
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Erin Neil (CRD# 2732161) is an Investment Advisor Representative working at Pacific Wealth Strategies Group, Inc. in Santa Barbara, CA and has over 20 years of experience in the finance industry.