SEC Form ADV

PACIFIC FINANCIAL STRATEGIES, INC

Registered Investment AdviserCA
$201.2M
Assets Under Management
5
Employees
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Registration Details

Accession
crd-151434
Location
THOUSAND OAKS, CA
Filing Date
June 24, 2026
AUM
$201.2M
Employees
5
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

PACIFIC FINANCIAL STRATEGIES, INC is a registered investment adviser headquartered in THOUSAND OAKS, CA, managing approximately $201.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.