Overview
Assets Under Management: $184 million
Headquarters: LAGUNA HILLS, CA
High-Net-Worth Clients: 69
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 610
Discretionary Accounts: 609
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 122867
Last Filing Date: 2024-03-21 00:00:00
Website: https://mypacificpark.com