PERSONAL FINANCIAL CONSULTANTS, INC.
CRD #26440 SEC #801-75061 LAFAYETTE, CA 888-557-3272
SEC Registered
Total AUM
$196.4M
Discretionary
$196.2M
Employees
5
Clients
101
Accounts
211
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 8, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CORRALES, STEFANIE, DAWN | I | CHIEF OPERATING OFFICER | NA | |
| CORRALES, STEFANIE, DAWN | I | CHIEF OPERATING OFFICER | NA | |
| CORRALES, STEFANIE, DAWN | I | CHIEF OPERATING OFFICER | NA | |
| CORRALES, STEFANIE, DAWN | I | CHIEF OPERATING OFFICER | NA | |
| CORRALES, STEFANIE, DAWN | I | CHIEF OPERATING OFFICER | NA | |
| CORRALES, STEFANIE, DAWN | I | CHIEF OPERATING OFFICER | NA | |
| CORRALES, STEFANIE, DAWN | I | CHIEF OPERATING OFFICER | NA | |
| PANNELL, PATRICIA, A | I | CHIEF EXECUTIVE OFFICE/CHIEF FINANCIAL OFFICER | NA | |
| PANNELL, PATRICIA, A | I | CHIEF EXECUTIVE OFFICE/CHIEF FINANCIAL OFFICER | NA | |
| PANNELL, PATRICIA, A | I | CHIEF EXECUTIVE OFFICE/CHIEF FINANCIAL OFFICER | NA | |
| PANNELL, PATRICIA, A | I | CHIEF EXECUTIVE OFFICE/CHIEF FINANCIAL OFFICER | NA | |
| PANNELL, PATRICIA, A | I | CHIEF EXECUTIVE OFFICE/CHIEF FINANCIAL OFFICER | NA | |
| PANNELL, PATRICIA, A | I | CHIEF EXECUTIVE OFFICE/CHIEF FINANCIAL OFFICER | NA | |
| PANNELL, PATRICIA, A | I | CHIEF EXECUTIVE OFFICE/CHIEF FINANCIAL OFFICER | NA | |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| KAYFETZ, LOREN, BRUCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 8, 2019 REGISTERED
Notice Filings (4)
CA HI TX WA
Address
3738 MT. DIABLOSUITE 201
LAFAYETTE, CA 94549
United States
Phone: 888-557-3272