{"url":"https://nivawealth.com/firms/the-pacific-center-for-financial-services-104557","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104557","regulatoryAum":1097003444,"crd":"104557","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2648467","suffix":null,"lastName":"BARGMANN","firstName":"JOHN","middleName":"BRADLEY"},{"crd":"4458979","suffix":null,"lastName":"FRANCK","firstName":"CHAD","middleName":"MICHAEL"},{"crd":"6664725","suffix":null,"lastName":"Schliesser","firstName":"Anthony","middleName":null},{"crd":"1439219","suffix":null,"lastName":"SCHLIESSER","firstName":"STEPHEN","middleName":"FREDERICK"},{"crd":"4878053","suffix":null,"lastName":"SOUZA","firstName":"ASHLEY","middleName":"M"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2020-11-04","regulatoryAum":655892604,"clients":754,"employees":8,"offices":2},{"filedOn":"2021-09-21","regulatoryAum":808536406,"clients":760,"employees":5,"offices":2},{"filedOn":"2022-09-28","regulatoryAum":703368126,"clients":756,"employees":4,"offices":1},{"filedOn":"2023-11-21","regulatoryAum":758515730,"clients":745,"employees":4,"offices":1},{"filedOn":"2024-09-27","regulatoryAum":878846223,"clients":781,"employees":4,"offices":5},{"filedOn":"2026-06-01","regulatoryAum":960563329,"clients":781,"employees":4,"offices":5},{"filedOn":"2026-09-28","regulatoryAum":1097003444,"clients":789,"employees":5,"offices":5}],"secFileNumber":"801-55119","legalName":"The 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The fee is billed in arrears and is negotiable.","source":"PCFS BROCHURE ADV PART 2, filed 28 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does The Pacific Center for Financial Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does The Pacific Center for Financial Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does The Pacific Center for Financial Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Pacific Center for Financial Services?","answer":"The Pacific Center for Financial Services is owned through a trust by Stephen and Gloria Schliesser. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}