# PERSONAL FINANCIAL CONSULTANTS, INC.

PERSONAL FINANCIAL CONSULTANTS, INC. of LAFAYETTE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 26440
- Type: SEC-registered investment adviser
- SEC file number: 801-75061
- Location: 3738 MT. DIABLO, SUITE 201, LAFAYETTE, CA, 94549
- Phone: 888-557-3272
- Latest filing: 2019-03-08
- Regulatory AUM: $196.4M
- Discretionary AUM: $196.2M
- Non-discretionary AUM: $211K
- Clients: 5
- Accounts: 211

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| KAYFETZ LOREN BRUCE | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| CORRALES STEFANIE DAWN | CHIEF OPERATING OFFICER | — |
| PANNELL PATRICIA A | CHIEF EXECUTIVE OFFICE/CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/26440/brochure
- Similar advisers: https://search.stillhousedata.com/firm/26440/similar
- Related entities: https://search.stillhousedata.com/firm/26440/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/26440

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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.