PACIFIC FINANCIAL STRATEGIES, INC
CRD #151434 SEC #801-70849 THOUSAND OAKS, CA (818) 991-7794
SEC Registered
Total AUM
$181.7M
Discretionary
$181.7M
Employees
5
Clients
51
Accounts
864
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $181.7M | $181.7M | $0 | 5 | 0 |
| Mar 2024 | $138M | $138M | $0 | 5 | 0 |
| Feb 2024 | $138M | $138M | $0 | 5 | 0 |
| Mar 2023 | $118M | $118M | $0 | 5 | 0 |
| Mar 2022 | $145.3M | $145.3M | $0 | 5 | 0 |
| Feb 2021 | $129.5M | $129.5M | $0 | 4 | 0 |
| Jun 2020 | $114.3M | $114.3M | $0 | 4 | 0 |
| Feb 2020 | $114.3M | $114.3M | $0 | 4 | 0 |
| Aug 2019 | $127.4M | $127.4M | $0 | 4 | 0 |
| Jul 2019 | $127.4M | $127.4M | $0 | 4 | 0 |
| Jul 2019 | $127.4M | $127.4M | $0 | 4 | 0 |
| Feb 2019 | $127.4M | $127.4M | $0 | 4 | 0 |
| Apr 2018 | $98.3M | $98.3M | $0 | 4 | 0 |
| Feb 2018 | $98.3M | $98.3M | $0 | 4 | 0 |
| Mar 2017 | $101.6M | $101.6M | $0 | 3 | 300 |
| Feb 2016 | $100.1M | $100.1M | $0 | 4 | 300 |
| Feb 2016 | $100.1M | $100.1M | $0 | 4 | 300 |
| Nov 2015 | $111.2M | $111.2M | $0 | 3 | 300 |
| Jan 2015 | $111.2M | $111.2M | $0 | 3 | 300 |
| Jul 2014 | $111.6M | $111.6M | $0 | 4 | 300 |
| Mar 2014 | $111.6M | $111.6M | $0 | 4 | 300 |
| Feb 2014 | $111.6M | $111.6M | $0 | 4 | 300 |
| Aug 2013 | $100.9M | $100.9M | $0 | 4 | 300 |
| Jan 2013 | $92.4M | $92.4M | $0 | 4 | 300 |
| Mar 2012 | $105.6M | $104.5M | $1.2M | 1 | 400 |
| Mar 2012 | $105.6M | $104.5M | $1.2M | 1 | 400 |
| Jun 2011 | $100.1M | $100.1M | $0 | 5 | -- |
| Mar 2011 | $100.1M | $100.1M | $0 | 5 | -- |
| Oct 2010 | $40M | $40M | $0 | 5 | -- |
| Mar 2010 | $40M | $40M | $0 | 5 | -- |
DateMar 2025
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$145.3M
Discretionary$145.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$98.3M
Discretionary$98.3M
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$98.3M
Discretionary$98.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees3
Clients300
DateFeb 2016
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees4
Clients300
DateFeb 2016
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees4
Clients300
DateNov 2015
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees3
Clients300
DateJan 2015
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees3
Clients300
DateJul 2014
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees4
Clients300
DateMar 2014
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees4
Clients300
DateFeb 2014
Total AUM$111.6M
Discretionary$111.6M
Non-Disc.$0
Employees4
Clients300
DateAug 2013
Total AUM$100.9M
Discretionary$100.9M
Non-Disc.$0
Employees4
Clients300
DateJan 2013
Total AUM$92.4M
Discretionary$92.4M
Non-Disc.$0
Employees4
Clients300
DateMar 2012
Total AUM$105.6M
Discretionary$104.5M
Non-Disc.$1.2M
Employees1
Clients400
DateMar 2012
Total AUM$105.6M
Discretionary$104.5M
Non-Disc.$1.2M
Employees1
Clients400
DateJun 2011
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--