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 funds

The 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 PLACE
ESCONDIDO, 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.