A complete list of active advisors currently associated with Pacific Park Financial, Inc.

Warmer can help you find a great advisor at Pacific Park Financial, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Pacific Park Financial, Inc., 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.