Pim Financial Services Inc is a large advisory firm based in San Marcos. It manages $25.79 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 7 other states.
Pim Financial Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pim Financial Services Inc is $25.79 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pim Financial Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Harvey Seinturier has been acting as President since 1 May 1993. Steven Timothy Foss joined the executive team most recently as the Compliance Manager.
The principal office where Pim Financial Services Inc performs its advisory services is located at 365 S Rancho Santa Fe Rd 3 Rd Floor, San Marcos, CA 92069, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 760-471-8536 or by fax 760-471-0132. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at pimfinancial.com.