Pacific Park Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$218,641,838
Clients
209
Advisors
1
of 2 employees
About
Pacific Park Financial provides investment advisory and portfolio management services to individuals (including high-net-worth clients), families, businesses, pensions, trusts, estates and charitable organizations. The firm offers discretionary money management as well as consultative financial planning across a broad set of instruments, and typically charges percentage-of-assets fees for managed accounts.
The firm’s investment process combines technical, fundamental, macroeconomic, industry and contrarian analysis to construct diversified portfolios of individual equities, mutual funds, ETFs, fixed income and cash, using both long- and short-term trades and risk-management tools such as stop-loss and hedging techniques. Accounts are monitored on an ongoing basis with quarterly performance reporting and ad hoc reviews as client needs or market conditions warrant.
What is noteworthy about this firm is its small advisory team combined with an unusually large asset base and client load per advisor: the firm manages roughly $221.6 million across about 209 client accounts, which is atypical for similarly sized supported advisers. The firm uses discount custodians for execution, does not take custody of client assets, and leaves proxy voting to clients, reflecting a centralized investment decision model with client-controlled proxy rights.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% Greater than $500,000+: 0.75%
Associated persons may receive normal commissions for insurance products purchased through affiliated insurance companies.
$200 per hour
Main office
25283 Cabot Rd Ste 201
Laguna Hills CA 92653-5510
Advisors at this office
1
Most active in
California · Florida · Georgia · Illinois · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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