A complete list of active advisors currently associated with Margo Park Financial
Warmer can help you find a great advisor at Margo Park Financial or one who fits your needs even better.
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.
To learn more about the advisors currently working at Margo Park Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 3
| |
San Diego, CA
| 14
| |
San Diego, CA
| 13
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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