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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COYLE, BRENDA, JEAN | I | FINANCIAL ADVISORS | NA | |
| COYLE, BRENDA, JEAN | I | FINANCIAL ADVISORS | NA | |
| COYLE, BRENDA, JEAN | I | FINANCIAL ADVISORS | NA | |
| COYLE, BRENDA, JEAN | I | FINANCIAL ADVISORS | NA | |
| DONAHOE, BRENDA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DONAHOE, BRENDA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| GARCIA, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | NA | |
| BROCKSCHMIDT, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | E | |
| BROCKSCHMIDT, ANNA-CHRISTINA | I | VICE PRESIDENT/FINANCIAL ADVISOR | E | |
| Brockschmidt, ANNA | I | VICE PRESIDENT/FINANCIAL ADVISOR | E | |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| GARCIA, ARTHUR, COLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GARCIA, ARTHUR, COLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GARCIA, ARTHUR, COLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GARCIA, ARTHUR, COLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | Control |
| GARCIA, JOSEPH, ARTHUR | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | A | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (7)
AZ CA CO ID TX UT WA
Address
223 E. THOUSAND OAKS BLVD., SUITE 403THOUSAND OAKS, CA 91360
United States
Phone: (818) 991-7794