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Pacific Sun Financial Corp
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Pacific Sun Financial Corp Share
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Overview Share
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Aliso Viejo, California
$154.2 million AUM
2 offices

Pacific Sun Financial Corp is based in Aliso Viejo, California and has $154.2 million in assets under management.

Location
95 Argonaut
Suite 105
Aliso Viejo, CA 92656
$154.2 million
AUM
2
Employees
AUM Share
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$154,195,713
Assets under management
711 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 282 $142,000,000 92% $503,546
High net worth individuals 34 $4,795,713 3% $141,050
Pension and profit sharing plans 8 $5,600,000 4% $700,000
Charitable organizations Fewer than 5 clients $1,800,000
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$154,195,713
Assets under management
$77,097,856
AUM per employee
$77,097,856
AUM per investment analyst
About Share
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Compensation

Pacific Sun Financial Corp makes money through the following ways:

  • Percentage of AUM
Services offered

Pacific Sun Financial Corp provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 284,286
SEC number 801-107989
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date September 16, 2019

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