Pacific Sun Financial is an investment advisor in Los Angeles with $219.41 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330122790
SEC advisor number
801-107989
FINRA CRD number
284286
AUM ?
$232.00 mm
(as of 25 Sep 23)
Accounts
846
(as of 25 Sep 23)
Employees
4
(3 investment advisory or research)
Address
Pacific Sun Financial
95 ARGONAUT
STE. 105
ALISO VIEJO
CA 92656
95 ARGONAUT
STE. 105
ALISO VIEJO
CA 92656
Phone
9497168646
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jul 24
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
11 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22