Pacific United Planning
Pacific United Planning (CRD# 283091) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $21,805,164 in 260 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts260ACCOUNTS
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Average Account Value$83,866
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Pacific United Planning
1
David Yu (CRD# 5428447) is an Investment Advisor Representative working at Pacific United Planning in Phillips Ranch, CA and has over 16 years of experience in the finance industry.
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