Margo Park Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Margo Park Financial provides ongoing portfolio management and related advisory services to individuals (including high‑net‑worth clients), trusts, and businesses, managing roughly $36.3 million across about 75 client relationships. The firm offers both discretionary and non‑discretionary portfolio management and prepares household‑level Investment Policy Statements to guide asset allocation and monitoring.
The firm tailors programs using model portfolios and documents client risk tolerance, applying modern portfolio theory and quantitative analysis and employing both long‑term and short‑term trading as appropriate. Recommended holdings include mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), real estate funds, non‑U.S. securities and insurance products such as annuities, with account reviews conducted at least monthly.
Distinctive features disclosed in the brochure include that a firm principal is a licensed insurance agent and the firm may offer commissionable insurance products as part of its holistic planning process, a relationship the firm identifies as a potential conflict of interest. The firm also discloses a practice of recommending Betterment Advisor Solutions/Betterment Securities as a custodian and receiving non‑monetary support services from that platform, and the brochure notes recent material changes including removal of a standalone financial planning section.
Client services
Expertise
Fee options
Minimum fee of $250 per month, may vary based on scope and complexity
$0 - $1,500,000: 1.50% $1,500,001 - $2,000,000: 1.40% $2,000,001 - $2,500,000: 1.30% $2,500,001 - $3,000,000: 1.20% $3,000,001 - $3,500,000: 1.10% $3,500,001 - $4,000,000: 1.00% $4,000,001 - $4,500,000: 0.90% $4,500,001 - $5,000,000: 0.80% $5,000,001 - $5,500,000: 0.70% $5,500,001 - $6,000,000: 0.60% $6,000,001 - $6,500,000: 0.50% $6,500,001+: 0.40%
Account minimum: $500,000 Minimum fee: $250 per month minimum fee (may be lower depending on circumstances; fees generally non-negotiable)
Main office
501 W Broadway, Suite 800
San Diego CA 92101
Advisors at this office
3
Most active in
California · Oklahoma
Also doing business as
Margo Park Financial · Margo Park LLC · Park, Jason · Park, Margo
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jason P
Series 66
San Diego, CA
Margo Park Financial
Jason Park is a financial advisor at Margo Park Financial in San Diego, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Margo Park Financial since 2014. In addition to advisory services, Jason is a licensed insurance agent who donates all profits from insurance sales to avoid conflicts of interest. Margo Park Financial manages approximately $36.3 million across about 75 clients, providing portfolio management and advisory services to individuals, trusts, and businesses. The firm uses model portfolios and applies modern portfolio theory and quantitative analysis to tailor investment programs according to client risk tolerance.
Susan O
Series 63, Series 65
San Diego, CA
Margo Park Financial
Susan Olt is a financial advisor at Margo Park Financial in San Diego, CA, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Flourish and Prosper Company, Inc., Transamerica Financial Advisors, and Wfg. Margo Park Financial provides portfolio management and advisory services to individuals, trusts, and businesses, managing approximately $36.3 million across about 75 client relationships. The firm uses model portfolios and both long- and short-term trading strategies, incorporating a range of investment vehicles to align with client risk tolerance and investment objectives.
Amanda F
Series 65
San Diego, CA
Margo Park Financial
Amanda Finehout is a financial advisor at Margo Park Financial with three years of industry experience. She holds a Series 65 designation and has worked in both financial services and mortgage sectors, including roles at Team USA Credit Repair and Houz Mortgage. Additionally, she serves as HR Director at Houz Mortgage, focusing on hiring and personnel management. Margo Park Financial provides portfolio management and advisory services to individuals, trusts, and businesses, managing approximately $36.3 million across 75 client relationships. The firm uses model portfolios and quantitative analysis to tailor investment programs based on client risk tolerance, offering both discretionary and non-discretionary management along with a range of holdings including equities, fixed income, ETFs, and insurance products.
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