$26.5M Total AUM
$26.5M Disc. AUM
-- 3Y CAGR
1 Employees
129 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-04-2016
- Office Locations
- 1
Office Locations
-- Playadel REY CA
About Pacific United Planning, Inc.
Pacific United Planning is a Playa del Rey, CA investment advisory firm serving both retail and institutional clients. Portfolios are primarily implemented via SMAs using public funds and ETFs with a modest cash sleeve. Custodied at Charles Schwab (also Matrix Trust). Led by President/CCO David Yu.
Team overview
43 AVG AGE
$26.5M AVG AUM / ADVISOR
$205.1K AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Owner & Executives
DAVID YU
Chief Compliance Officer, President
- CRD
- #5428447
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,458,234 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,458,234 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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