A complete list of active advisors currently associated with Park Capital Group, Inc.
Warmer can help you find a great advisor at Park Capital Group, Inc. or one who fits your needs even better.
Park Capital Group, Inc. serves individual clients — including high net worth individuals — and pension/profit-sharing plans with discretionary portfolio management, financial planning, retirement plan consulting, participant account management, and cash management services. The firm operates with a small advisory team (two advisors) managing roughly $88.6 million across about 131 clients and also facilitates access to third‑party money managers and wrap programs. The firm generally provides discretionary management using firm-developed model portfolios that span conservative to aggressive allocations and employs a range of analysis methods (fundamental, technical, charting, cyclical, and modern portfolio theory) along with both long- and short-term trading strategies as suited to client objectives. For retirement-related work it offers plan-level consulting, participant enrollment support, investment education seminars, and — when authorized — discretionary management of held‑away participant accounts via a third‑party platform (Pontera). What distinguishes Park Capital from many peers is its explicit emphasis on participant education and seminars for plan participants (a relatively uncommon service) and its operational use of a third‑party platform to manage held‑away defined contribution accounts while avoiding custodial access to participant login credentials. The firm’s advisers are dually registered with LPL Financial and licensed as insurance agents, and the brochure discloses referral arrangements and limited use of AI for operational tasks (not for investment selection); these relationships and tools are addressed through written disclosures and client agreements.
To learn more about the advisors currently working at Park Capital Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Torrance, CA
| 22
| |
Torrance, CA
| 32
|
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