THE PACIFIC CENTER FOR FINANCIAL SERVICES
CRD #104557 SEC #801-55119 SAN RAMON, CA (925) 838-7700
SEC Registered
Total AUM
$960.6M
Discretionary
$901.7M
Employees
4
Clients
--
Accounts
1,672
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $960.6M | $901.7M | $58.9M | 4 | 13 |
| Sep 2024 | $878.8M | $819.5M | $59.3M | 4 | 12 |
| Nov 2023 | $758.5M | $704M | $54.5M | 4 | 34 |
| Sep 2023 | $758.5M | $704M | $54.5M | 4 | 34 |
| Sep 2022 | $703.4M | $625.9M | $77.5M | 4 | 40 |
| Sep 2021 | $808.5M | $698.7M | $109.9M | 5 | 35 |
| Nov 2020 | $655.9M | $554.2M | $101.7M | 8 | 40 |
| Sep 2020 | $655.9M | $554.2M | $101.7M | 8 | 40 |
| Jun 2020 | $648.3M | $546.7M | $101.6M | 9 | 30 |
| Dec 2019 | $648.3M | $546.7M | $101.6M | 9 | 30 |
| Oct 2019 | $648.3M | $546.7M | $101.6M | 9 | 30 |
| Sep 2019 | $648.3M | $546.7M | $101.6M | 9 | 30 |
| Nov 2018 | $593.9M | $483.5M | $110.4M | 9 | 25 |
| Sep 2018 | $593.9M | $483.5M | $110.4M | 9 | 25 |
| Dec 2017 | $557.7M | $425M | $132.7M | 10 | 35 |
| Sep 2017 | $557.7M | $425M | $132.7M | 10 | 700 |
| Nov 2016 | $508.1M | $361.2M | $146.9M | 10 | 700 |
| Nov 2016 | $508.1M | $361.2M | $146.9M | 10 | 700 |
| Sep 2016 | $508.1M | $361.2M | $146.9M | 10 | 700 |
| Sep 2015 | $492.8M | $269.3M | $223.5M | 8 | 600 |
| Oct 2014 | $485.3M | $150.7M | $334.6M | 9 | 600 |
| Aug 2014 | $485.3M | $150.7M | $334.6M | 9 | 600 |
| Jun 2014 | $405.3M | $118.9M | $286.3M | 9 | 600 |
| Sep 2013 | $405.3M | $118.9M | $286.3M | 9 | 600 |
| Sep 2012 | $366.5M | $104.6M | $261.8M | 6 | 550 |
| Mar 2012 | $370.7M | $96.5M | $274.2M | 6 | 550 |
| Aug 2011 | $363M | $86.9M | $276.2M | 10 | -- |
| May 2011 | $295.6M | $73.1M | $222.5M | 10 | -- |
| Mar 2011 | $295.6M | $73.1M | $222.5M | 10 | -- |
| Jul 2010 | $295.6M | $73.1M | $222.5M | 10 | -- |
| Jan 2008 | $305.6M | $0 | $305.6M | 10 | -- |
| Dec 2005 | $135.1M | $0 | $135.1M | 10 | -- |
| Sep 2005 | $135.1M | $0 | $135.1M | 10 | -- |
| May 2005 | $110.7M | $0 | $110.7M | 10 | -- |
| Jan 2005 | $110.7M | $0 | $110.7M | 10 | -- |
| Dec 2004 | $110.7M | $0 | $110.7M | 10 | -- |
| Nov 2003 | $93.6M | $0 | $93.6M | 10 | -- |
| Sep 2001 | $97.1M | $0 | $97.1M | 10 | -- |
DateSep 2025
Total AUM$960.6M
Discretionary$901.7M
Non-Disc.$58.9M
Employees4
Clients13
DateSep 2024
Total AUM$878.8M
Discretionary$819.5M
Non-Disc.$59.3M
Employees4
Clients12
DateNov 2023
Total AUM$758.5M
Discretionary$704M
Non-Disc.$54.5M
Employees4
Clients34
DateSep 2023
Total AUM$758.5M
Discretionary$704M
Non-Disc.$54.5M
Employees4
Clients34
DateSep 2022
Total AUM$703.4M
Discretionary$625.9M
Non-Disc.$77.5M
Employees4
Clients40
DateSep 2021
Total AUM$808.5M
Discretionary$698.7M
Non-Disc.$109.9M
Employees5
Clients35
DateNov 2020
Total AUM$655.9M
Discretionary$554.2M
Non-Disc.$101.7M
Employees8
Clients40
DateSep 2020
Total AUM$655.9M
Discretionary$554.2M
Non-Disc.$101.7M
Employees8
Clients40
DateJun 2020
Total AUM$648.3M
Discretionary$546.7M
Non-Disc.$101.6M
Employees9
Clients30
DateDec 2019
Total AUM$648.3M
Discretionary$546.7M
Non-Disc.$101.6M
Employees9
Clients30
DateOct 2019
Total AUM$648.3M
Discretionary$546.7M
Non-Disc.$101.6M
Employees9
Clients30
DateSep 2019
Total AUM$648.3M
Discretionary$546.7M
Non-Disc.$101.6M
Employees9
Clients30
DateNov 2018
Total AUM$593.9M
Discretionary$483.5M
Non-Disc.$110.4M
Employees9
Clients25
DateSep 2018
Total AUM$593.9M
Discretionary$483.5M
Non-Disc.$110.4M
Employees9
Clients25
DateDec 2017
Total AUM$557.7M
Discretionary$425M
Non-Disc.$132.7M
Employees10
Clients35
DateSep 2017
Total AUM$557.7M
Discretionary$425M
Non-Disc.$132.7M
Employees10
Clients700
DateNov 2016
Total AUM$508.1M
Discretionary$361.2M
Non-Disc.$146.9M
Employees10
Clients700
DateNov 2016
Total AUM$508.1M
Discretionary$361.2M
Non-Disc.$146.9M
Employees10
Clients700
DateSep 2016
Total AUM$508.1M
Discretionary$361.2M
Non-Disc.$146.9M
Employees10
Clients700
DateSep 2015
Total AUM$492.8M
Discretionary$269.3M
Non-Disc.$223.5M
Employees8
Clients600
DateOct 2014
Total AUM$485.3M
Discretionary$150.7M
Non-Disc.$334.6M
Employees9
Clients600
DateAug 2014
Total AUM$485.3M
Discretionary$150.7M
Non-Disc.$334.6M
Employees9
Clients600
DateJun 2014
Total AUM$405.3M
Discretionary$118.9M
Non-Disc.$286.3M
Employees9
Clients600
DateSep 2013
Total AUM$405.3M
Discretionary$118.9M
Non-Disc.$286.3M
Employees9
Clients600
DateSep 2012
Total AUM$366.5M
Discretionary$104.6M
Non-Disc.$261.8M
Employees6
Clients550
DateMar 2012
Total AUM$370.7M
Discretionary$96.5M
Non-Disc.$274.2M
Employees6
Clients550
DateAug 2011
Total AUM$363M
Discretionary$86.9M
Non-Disc.$276.2M
Employees10
Clients--
DateMay 2011
Total AUM$295.6M
Discretionary$73.1M
Non-Disc.$222.5M
Employees10
Clients--
DateMar 2011
Total AUM$295.6M
Discretionary$73.1M
Non-Disc.$222.5M
Employees10
Clients--
DateJul 2010
Total AUM$295.6M
Discretionary$73.1M
Non-Disc.$222.5M
Employees10
Clients--
DateJan 2008
Total AUM$305.6M
Discretionary$0
Non-Disc.$305.6M
Employees10
Clients--
DateDec 2005
Total AUM$135.1M
Discretionary$0
Non-Disc.$135.1M
Employees10
Clients--
DateSep 2005
Total AUM$135.1M
Discretionary$0
Non-Disc.$135.1M
Employees10
Clients--
DateMay 2005
Total AUM$110.7M
Discretionary$0
Non-Disc.$110.7M
Employees10
Clients--
DateJan 2005
Total AUM$110.7M
Discretionary$0
Non-Disc.$110.7M
Employees10
Clients--
DateDec 2004
Total AUM$110.7M
Discretionary$0
Non-Disc.$110.7M
Employees10
Clients--
DateNov 2003
Total AUM$93.6M
Discretionary$0
Non-Disc.$93.6M
Employees10
Clients--
DateSep 2001
Total AUM$97.1M
Discretionary$0
Non-Disc.$97.1M
Employees10
Clients--