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PISMO PACIFIC FINANCIAL SERVICES, LLC
CRD 166260
1416 N. PORTER AVE., NORMAN, OK, 73071, United States
Phone
405-701-0800
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$18.7M
Discretionary AUM
$18.7M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $9.4M |
| High net worth individuals | 2 | $7.2M |
| Pension/profit sharing plans | 1 | $1.9M |
| Charitable organizations | 1 | $137K |
Official SEC filing: View on IAPD