CRD: 104557
THE Pacific Center FOR Financial Services
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- Custodian
- Charles Schwab & Company · Pershing · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-1997
- Office Locations
- 1
Office Locations
About THE Pacific Center FOR Financial Services
The Pacific Center for Financial Services (PCFS) provides custom wealth management and ongoing financial planning for individuals and families, including entrepreneurs navigating life transitions. The team builds goal-based strategies with an emphasis on asset allocation, using mutual funds/ETFs and fixed income as core tools alongside risk-management planning. Primary custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GLORIA SCHLIESSER
Chief Executive Officer, Chief Financial Officer, DIRECTOR, Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
STEPHEN FREDERICK SCHLIESSER
Chief Executive Officer, DIRECTOR
- CRD
- #1439219
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN BRADLEY BARGMANN
--
- CRD
- #2648467
CHAD MICHAEL FRANCK
--
- CRD
- #4458979
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $901,659,146 | $576,508 |
| Non-Discretionary | $58,904,183 | $545,409 |
| Total | $960,563,329 | $574,500 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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