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Home > Retirement Planners > california > laguna hills > PACIFIC PARK FINANCIAL, INC.
PACIFIC PARK FINANCIAL, INC.
25283 Cabot Rd Ste 201
Laguna Hills, California 92653-5510
Tel: 949-600-6294
About PACIFIC PARK FINANCIAL, INC.
PACIFIC PARK FINANCIAL, INC, formally registered with the SEC as PACIFIC PARK FINANCIAL, INC. The firm was established in 04/20/2005. They have over 1 offices throughout the country.
PACIFIC PARK FINANCIAL, INC. is a Laguna Hills, California based Financial Planning firm with nearly $183,813,098 assets under management, offering retirement planning & investment advisory services to 610 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122867 |
| SEC# | 801-64063 |
| Assets Managed by Firm | $183,813,098 |
| No. of Clients | 610 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 610 | $183,813,098 |
| Individuals (other than high net worth individuals) | 149 | $48,722,409 |
| High net worth individuals | 63 | $132,718,527 |
| Pension and profit sharing plans | 1 | $2,171,392 |
| Charitable organizations | 1 | $200,770 |
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