# THE PACIFIC CENTER FOR FINANCIAL SERVICES

THE PACIFIC CENTER FOR FINANCIAL SERVICES of DANVILLE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 104557
- Type: SEC-registered investment adviser
- SEC file number: 801-55119
- Location: 156 DIABLO ROAD, SUITE 320, DANVILLE, CA, 94526
- Phone: (925) 838-7700
- Latest filing: 2026-06-01
- Regulatory AUM: $960.6M
- Discretionary AUM: $901.7M
- Non-discretionary AUM: $58.9M
- Clients: 4
- Accounts: 1,672

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Gloria Schliesser | CFO/DIRECTOR; TRUSTEE/OWNER | — |
| Stephen Frederick Schliesser | CEO/DIRECTOR; CHIEF COMPLIANCE OFFICER; TRUSTEE/OWNER | — |
| SCHLIESSER STEPHEN FREDERICK | CEO/DIRECTOR; CHIEF COMPLIANCE OFFICER; TRUSTEE/OWNER | — |
| SCHLIESSER GLORIA | CFO/DIRECTOR; TRUSTEE/OWNER | — |
| OTHEIM TABETHA SUE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104557/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104557/similar
- Related entities: https://search.stillhousedata.com/firm/104557/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104557

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.