PACIFIC OAK FINANCIAL PLANNING LLC

PACIFIC OAK FINANCIAL PLANNING LLC of WOODLAND HILLS, CA is an SEC-registered investment adviser (CRD 226649). Regulatory assets under management: $7.7M.

Registration

• CRD: 226649
• Type: Registered investment adviser
• Location: 6303 OWENSMOUTH AVE, WOODLAND HILLS, CA, 91367
• Phone: (818) 208-8686
• Latest filing: 2026-02-10
• Regulatory AUM: $7.7M
• Discretionary AUM: $7.7M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 226649 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search