The Pacific Center for Financial Services
Firm details
- Headquarters
- Danville, California
- CRD number
- 104557
- Registered since
- December 16, 1997
- Website
- www.pcfsonline.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.17%
- Individuals14.83%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Pacific Center for Financial Services is an independent registered investment adviser that works primarily with individual and family clients. The firm is SEC-registered since 1997 and describes its advisory remit as financial planning and portfolio management for individuals and small businesses. Its pricing mixes asset-based fees with hourly and fixed-fee engagements. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities18%
- US Government Bonds5%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Stephen Schliesser
President and CEOCRD 1439219
Gloria Schliesser
Chief Financial OfficerCRD 4297755
Contacts
3 of 4
Chad Franck
Investment Advisor RepresentativeCRD 4458979
Ashley Souza
Investment Advisor RepresentativeCRD 4878053
John Bargmann
OSJ Branch ManagerCRD 2648467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 211Active vs passive
$428M in ETFs
72%
$310M
26%
$118M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $61.4M | 83,057 | 14.37% |
Location
Danville, CA
Contra Costa
Location
Danville, CA
Headquartered in Danville, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 156 Diablo Rd
- Time zone
- PT (UTC-8)
- Office locations
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