PACIFIC UNITED PLANNING, INC.

PACIFIC UNITED PLANNING, INC. is an SEC-registered investment adviser (CRD 283091). Regulatory assets under management: $26.5M.

Registration

• CRD: 283091
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283091 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search