Investment adviser · CRD 10547
PIM FINANCIAL SERVICES INC
Investment adviser filing (IA)
PIM FINANCIAL SERVICES, INC.
ESCONDIDO, CA, United States · Form ADV filed Feb 24, 2015
- Regulatory AUM
- $500K Form ADV · Item 5.F
- Client accounts
- 25 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2015. View historical filings
Reported services
Selection of other advisers
Compensation
Percentage of assets
Principal office
1282 PACIFIC OAKS PLACEESCONDIDO, CA, 92029, United States
CRD 10547
Filing source
Form ADV 879502 · Feb 24, 2015 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.