# PACIFIC UNITED PLANNING, INC.

PACIFIC UNITED PLANNING, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 283091
- Type: SEC-registered investment adviser
- Phone: 626-788-2118
- Latest filing: 2026-02-09
- Regulatory AUM: $26.5M
- Discretionary AUM: $26.5M
- Clients: 1
- Accounts: 105

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283091/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283091/similar
- Related entities: https://search.stillhousedata.com/firm/283091/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283091

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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.