Pacific Center For Financial Services is a large advisory firm based in San Ramon. It manages $370.71 million of regulatory assets for 992 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdictions of Arizona, California, Florida, and 4 other states.
Pacific Center For Financial Services provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for approximately 550 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pacific Center For Financial Services is $370.71 million. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pacific Center For Financial Services for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Frederick Schliesser has been acting as President since 1 Apr 1997. Tabetha Sue Otheim joined the executive team most recently as the Chief Compliance Officer.
The principal office where Pacific Center For Financial Services performs its advisory services is located at 2000 Crow Canyon Place, San Ramon, CA 94583 The mailing address of the firm is 2000 Crow Canyon Place, San Ramon, CA 94583. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (925)838-7700 or by fax (925)838-7499. The normal business hours are 8:30 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.pcfsonline.com.