PACIFIC SUN FINANCIAL CORP
CRD #284286 SEC #801-107989 LOS ANGELES, CA 949-716-8646
SEC Registered
Total AUM
$290M
Discretionary
$290M
Employees
4
Clients
--
Accounts
879
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $290M | $290M | $0 | 4 | 0 |
| Nov 2024 | $268M | $268M | $0 | 4 | 0 |
| Sep 2023 | $232M | $232M | $0 | 4 | 0 |
| Sep 2022 | $219.4M | $219.4M | $0 | 4 | 0 |
| Oct 2021 | $230.8M | $230.8M | $0 | 2 | 0 |
| Dec 2020 | $166.1M | $166.1M | $0 | 2 | 0 |
| Aug 2020 | $166.1M | $166.1M | $0 | 2 | 0 |
| Jul 2020 | $154.2M | $154.2M | $0 | 2 | 0 |
| Sep 2019 | $154.2M | $154.2M | $0 | 2 | 0 |
| Jul 2018 | $146M | $146M | $0 | 2 | 0 |
| Aug 2017 | $127.1M | $127.1M | $0 | 2 | 200 |
| Feb 2017 | $113.3M | $113.3M | $0 | 2 | 200 |
| Nov 2016 | $108M | $108M | $0 | 4 | 0 |
| Nov 2016 | $108M | $108M | $0 | 4 | 0 |
| Sep 2016 | $0 | $0 | $0 | 4 | 0 |
| Sep 2016 | $0 | $0 | $0 | 4 | 0 |
| Aug 2016 | $0 | $0 | $0 | 4 | 0 |
| Jun 2016 | $0 | $0 | $0 | 4 | 0 |
DateSep 2025
Total AUM$290M
Discretionary$290M
Non-Disc.$0
Employees4
Clients0
DateNov 2024
Total AUM$268M
Discretionary$268M
Non-Disc.$0
Employees4
Clients0
DateSep 2023
Total AUM$232M
Discretionary$232M
Non-Disc.$0
Employees4
Clients0
DateSep 2022
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$230.8M
Discretionary$230.8M
Non-Disc.$0
Employees2
Clients0
DateDec 2020
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2020
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees2
Clients0
DateJul 2018
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$127.1M
Discretionary$127.1M
Non-Disc.$0
Employees2
Clients200
DateFeb 2017
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees2
Clients200
DateNov 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees4
Clients0
DateNov 2016
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees4
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0