The Pacific Center for Financial Services
● SEC registered since 1997CRD 104557SEC# 801-55119Danville, CA
Reg. AUM
$960.6M
Employees
4
Accounts
1,672
Location
Danville, CA
The Pacific Center for Financial Services assets under management
The Pacific Center for Financial Services is an investment advisory firm registered with the SEC based in Danville, CA. The firm has been registered since 1997. It reports $960.6 million in regulatory assets under management and employs 4 people.
The Pacific Center for Financial Services owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gloria Schliesser Control | Cfo/Director | Under 5% | 1997 |
| Schliesser Family Trust Control | Owner | Over 75% | 2007 |
| Stephen Frederick Schliesser Control | Ceo/Director | Under 5% | 1997 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does The Pacific Center for Financial Services manage?
The Pacific Center for Financial Services reports $960.6 million in regulatory assets under management on its Form ADV.
How many employees does The Pacific Center for Financial Services have?
The Pacific Center for Financial Services reports 4 employees.
Where is The Pacific Center for Financial Services located?
The Pacific Center for Financial Services is based in Danville, CA and has been SEC-registered since 1997.
Does The Pacific Center for Financial Services disclose fund performance?
The Pacific Center for Financial Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 156 Diablo Road, Suite 320, Danville, CA 94526 |
| Phone | (925) 838-7700 |
| Office hours | 8:30 To 5:00 (2:00 Fridays) |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$960.6MNo change
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$960.6Mregulatory AUM
Discretionary $901.7MNon-discretionary $58.9M