Pacific Sun Financial Corp
● SEC registered since 2016CRD 284286SEC# 801-107989Los Angeles, CA
Reg. AUM
$323M
Employees
4
Accounts
933
Location
Los Angeles, CA
About Pacific Sun Financial Corp
Pacific Sun Financial is an independent, fee-based financial services firm providing personal money management and guidance for individuals and businesses. It offers estate planning services and long-standing investment management led by founder Mitch Fisher, CFP.
Summary based on the firm’s website.
Pacific Sun Financial Corp assets under management
Pacific Sun Financial Corp operates as an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2016. It reports $323 million in regulatory assets under management and employs 4 people.
Pacific Sun Financial Corp owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mitchell Jeffrey Fisher Control | President & Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Pacific Sun Financial Corp manage?
Pacific Sun Financial Corp reports $323 million in regulatory assets under management on its Form ADV.
How many employees does Pacific Sun Financial Corp have?
Pacific Sun Financial Corp reports 4 employees.
Where is Pacific Sun Financial Corp located?
Pacific Sun Financial Corp is based in Los Angeles, CA and has been SEC-registered since 2016.
Does Pacific Sun Financial Corp disclose fund performance?
Pacific Sun Financial Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10940 Wilshire Blvd, Suite 1450, Los Angeles, CA 90024 |
| Phone | 949-716-8646 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 947517 |
| Discloses disciplinary history | No |
Regulatory AUM
$323M▲ 11%
Sep '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,369 advisers
EmployeesTop 69%
More than 31% of 16,804 advisers
Assets under management
$323Mregulatory AUM
Discretionary $323M