The Pacific Center for Financial Services provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and tax planning. Financial planning was provided to 700 clients last fiscal year.
The Pacific Center for Financial Services reports 789 clients. They include 436 individual clients and 353 high-net-worth individuals. Of its assets, 95.2% ($1.04B across 1,621 accounts) are managed with discretion; $53.2M across 82 accounts are not. It advised 17 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 55% | 15% |
| High-net-worth individuals | 45% | 85% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 436 | $163M | 14.8% | $373K |
| High-net-worth individuals | 353 | $934M | 85.2% | $2.65M |
| Total | 789 | $1.1B | 100% | $1.39M |
- Clients
- 436
- Regulatory AUM
- $163M
- AUM share
- 14.8%
- Avg. per client
- $373K
- Clients
- 353
- Regulatory AUM
- $934M
- AUM share
- 85.2%
- Avg. per client
- $2.65M
Total
- Clients
- 789
- Regulatory AUM
- $1.1B
- AUM share
- 100%
- Avg. per client
- $1.39M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 17
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 700
The Pacific Center for Financial Services charges 0.80%–1.25% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning and consulting is a fixed fee of $250 to $2,000 or $200 an hour, negotiable and billed in arrears.
Schliesser Family Trust owns 75% or more of The Pacific Center for Financial Services and is in turn owned by Stephen Schliesser (50–75%) and Gloria Schliesser (50–75%). The leadership team of The Pacific Center for Financial Services includes Chief Compliance Officer Stephen Schliesser. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 4 insurance agents
- Owns 75% or more of The Pacific Center for Financial Services
Schliesser Family Trust
Control person · since March 2007
- Owns 50% to 75% of Schliesser Family Trust
Stephen Schliesser
Control person · since March 2007
- Owns 50% to 75% of Schliesser Family Trust
Gloria Schliesser
Control person · since March 2007
The Pacific Center for Financial Services’ regulatory assets grew 1.7× from $656M (November 2020) to $1.1B (September 2026); clients were 789 in both filings and employees fell from 8 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.1B | 789 | 5 | 5 |
| Jun 2026June 2026 | $961M | 781 | 4 | 5 |
| Sep 2024September 2024 | $879M | 781 | 4 | 5 |
| Nov 2023November 2023 | $759M | 745 | 4 | 1 |
| Sep 2022September 2022 | $703M | 756 | 4 | 1 |
| Sep 2021September 2021 | $809M | 760 | 5 | 2 |
| Nov 2020November 2020 | $656M | 754 | 8 | 2 |
Besides its headquarters, The Pacific Center for Financial Services has 4 offices (4 private residences, listed without an address), with 1 listed address in 1 state.
California · 1 listed address
- 156 Diablo Road, Suite 320, DanvilleHQ
Contact and registration details
- Legal name
- The Pacific Center for Financial Services
- Headquarters
- 156 Diablo Road, Suite 320, Danville, CA 94526
- Website
- pcfsonline.com
- Phone
- 925-838-7700
- SEC file
- 801-55119
- Structure
- California corporation
- Fiscal year end
- June
The Pacific Center for Financial Services’ named custodian for separately managed accounts is Charles Schwab ($1.1B). The Pacific Center for Financial Services has custody of $439M for 405 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $1.1B100%
At year end, The Pacific Center for Financial Services’ separately managed accounts were mostly in funds (75%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $448M across 500 positions; the largest are Invesco Qqq TR (13.9%), Vanguard BD Index Fds (13.6%) and Vanguard Index Fds (10.8%).
What the accounts hold
- Stocks18%
- Funds75%
- Bonds5%
- Cash1%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does The Pacific Center for Financial Services have?
The Pacific Center for Financial Services has 789 clients and manages $1.1 billion for them, as of September 2026. They include 436 individual clients and 353 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026
What services does The Pacific Center for Financial Services offer?
The Pacific Center for Financial Services provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does The Pacific Center for Financial Services charge?
The Pacific Center for Financial Services charges 0.80%–1.25% a year for its Investment Management Fees. The fee is billed in arrears and is negotiable.
Which custodians does The Pacific Center for Financial Services use?
The Pacific Center for Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.1B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026
How many financial advisors does The Pacific Center for Financial Services have?
The Pacific Center for Financial Services has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does The Pacific Center for Financial Services invest in?
At the end of its last fiscal year, The Pacific Center for Financial Services’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 5% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns The Pacific Center for Financial Services?
The Pacific Center for Financial Services is owned through a trust by Stephen and Gloria Schliesser. Its direct owner is Schliesser Family Trust (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 September 2026
How does The Pacific Center for Financial Services get paid?
The Pacific Center for Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact The Pacific Center for Financial Services?
The Pacific Center for Financial Services’ main office is at 156 Diablo Road, Suite 320, Danville, CA 94526. Its phone number is 925-838-7700. Its website is pcfsonline.com.