LP Profile

Pacific Sun Financial

Also known as pacific sun financial

Wealth ManagerLos Angeles, United StatesFounded 1985
Los Angeles
Headquarters
Investment Focus

About Pacific Sun Financial

Pacific Sun Financial is a wealth manager based in Los Angeles, US. Founded in 1985.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Pacific Sun Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$290.0M
Total Clients
879
Filing Date
September 16, 2025
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Pacific Sun Financial?

Pacific Sun Financial is a wealth manager based in Los Angeles, United States.

Where is Pacific Sun Financial headquartered?

Pacific Sun Financial is headquartered in Los Angeles, United States.

When was Pacific Sun Financial founded?

Pacific Sun Financial was founded in 1985.

How can I contact Pacific Sun Financial?

Verified contact details, key decision-makers, and investment preferences for Pacific Sun Financial are available on LPbacked. Create a free account to access them.