Pacific Sun Financial Corp
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 284286
- Registered since
- July 5, 2016
- Website
- pacsunfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.41%
- Individuals17.59%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pacific Sun Financial Corp is an independent registered investment adviser focused on fee-based portfolio management for individuals, families and small businesses, as well as for businesses or institutional clients. The firm is organized as a corporation, is owned by an individual, and has been SEC-registered since 2016. Its client base is concentrated on individual and family relationships, and it charges clients on a percentage-of-AUM fee schedule. The firm does not act as a capital allocator, is not an active ESG investor, and does not provide pension consulting. An organizational affiliation with a law firm is noted.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- US Government Bonds18%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Contacts
3 of 3
Mitchell Fisher
PresidentCRD 869469
Ryan Fisher
Vice PresidentCRD 6467206
Robert Hearn
DirectorCRD 7778471
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 233Active vs passive
$280M in ETFs
97%
$271M
2%
$9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $7.9M | 41,302 | 2.81% |
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 10940 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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