PISMO PACIFIC FINANCIAL SERVICES, LLC

PISMO PACIFIC FINANCIAL SERVICES, LLC of NORMAN, OK is an SEC-registered investment adviser (CRD 166260). Regulatory assets under management: $18.7M.

Registration

• CRD: 166260
• Type: Registered investment adviser
• Location: 1416 N. PORTER AVE., NORMAN, OK, 73071
• Phone: 405-701-0800
• Latest filing: 2026-01-27
• Regulatory AUM: $18.7M
• Discretionary AUM: $18.7M
• Clients: 1
• Accounts: 95

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166260 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search