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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Focus quantumDelta
- Established Date
- 12-07-2009
- Office Locations
- 2
Office Locations
About Pacific Financial Strategies, INC
Pacific Financial Strategies, Inc. is a California-based RIA serving individuals and families with retirement-focused financial planning, portfolio construction, insurance reviews, and charitable-giving guidance. The team builds asset-allocation model portfolios from conservative to aggressive, commonly using ETFs and mutual funds (Schwab custodied). They also run client education through webinars and on-demand videos and offer a client portal.
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Owner & Executives
ANNA-CHRISTINA BROCKSCHMIDT
Vice President
- CRD
- #6317269
- Ownership
- 75% or more
JOSEPH ARTHUR GARCIA
Founder, VICE PRESIDENT
- CRD
- #1626067
- Ownership
- 5% but less than 10%
Pathway unison
Catalyst zenith bridge
- CRD
- #99667
- Ownership
- 38.3%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $201,189,309 | $205,295 |
| Non-Discretionary | $0 | -- |
| Total | $201,189,309 | $205,295 |
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Separately Managed Accounts
Total SMA Asset: $201,189,309
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $731,440,383 | 16.0% |
| Equity - Exchange | $900,585,972 | 19.7% |
| Cash | $982,873,015 | 21.5% |
| Corporate - Investment Grade | $1,280,020,671 | 28.0% |
| Municipal Bonds | $676,582,354 | 14.8% |
| Total | $4,571,502,395 | 100.0% |