The Pacific Center for Financial Services

Overview

The Pacific Center For Financial Services is an independent registered investment adviser organized as a corporation and SEC-registered since 1997. Its client focus is individuals and families; primary advisory services listed are financial planning and portfolio management for individuals and small businesses. The firm charges a mix of fee types (percentage of AUM, hourly, and fixed fees) and does not position itself as a capital allocator, pension consultant, or multi-state ESG-focused adviser. Service scope is centered on retail wealth management rather than institutional or large-scale asset management. The firm's asset mix and product choices — heavy use of public funds/mutual funds plus allocations to private placements, real estate, and managed futures — suggest a blended approach combining broad market exposure with selective alternative strategies and insurance-wrapped products for client-specific needs.

Assets & Accounts

Public Holdings

Investments & Alternatives