Overview
Assets Under Management: $184 million
Headquarters: LAGUNA HILLS, CA
High-Net-Worth Clients: 69
Average Client Assets: $2 million
Frequently Asked Questions
PACIFIC PARK FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122867), PACIFIC PARK FINANCIAL, INC. is subject to fiduciary duty under federal law.
PACIFIC PARK FINANCIAL, INC. is headquartered in LAGUNA HILLS, CA.
PACIFIC PARK FINANCIAL, INC. serves 69 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, PACIFIC PARK FINANCIAL, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PACIFIC PARK FINANCIAL, INC. manages $184 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, PACIFIC PARK FINANCIAL, INC. serves high-net-worth individuals and institutional clients. View client details ↓
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