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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 29, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OTHEIM, TABETHA, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | NA | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER FAMILY TRUST | DE | OWNER | E | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, GLORIA | I | CFO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CEO/DIRECTOR | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, GLORIA | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
| SCHLIESSER, STEPHEN, FREDERICK | I | SCHLIESSER FAMILY TRUST | D | Control |
Registrations
Federal
IA
Sep 29, 2025 REGISTERED
Notice Filings (10)
AZ CA FL HI IL NH NV OR TX UT
Address
2000 CROW CANYON PLACESUITE 430
SAN RAMON, CA 94583
United States
Phone: (925) 838-7700