The Pacific Center For Financial Services is an SEC registered investment adviser organized as a corporation with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated April 30, 2026, reports $961M in regulatory assets under management, 4 employees, 4 offices, and 1,672 accounts.
Assets Under Management
$961M
Employees
4
Offices
4 offices
Total Clients
781
Primary office
SAN RAMON, CA
2000 CROW CANYON PLACE, SUITE 430, SAN RAMON, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
450
2
HNWI
42.4%
331
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$961Mas of April 30, 2026
Discretionary93.9%
$902M
94% of total RAUM93.9%
Non-discretionary6.1%
$59M
6% of total RAUM6.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$961M
Total Accounts1,672
10Y AUM Change+$403M (+72.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee195:1
10Y Employee Change-6 (-60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.