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PACIFIC SUN FINANCIAL CORP

CRD 284286 · SEC 801-107989

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10940 WILSHIRE BLVD, SUITE 1450, LOS ANGELES, CA, 90024, United States

Phone

949-716-8646

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$290.0M

Discretionary AUM

$290.0M

Team

4 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2025-09-16

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals256$51.0M
High net worth individuals126$239.0M

States served

AZ, CA, CO, IL, NV, WA, TX, HI, FL

All web addresses on file

Official SEC filing: View on IAPD