PARK CAPITAL MANAGEMENT, LLC

1601 Greenway Cross
Suite 201
Madison, Wisconsin 53713
Tel: 608-440-8608

About PARK CAPITAL MANAGEMENT, LLC

PARK CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PARK CAPITAL MANAGEMENT, LLC. The firm was established in 05/08/2019. They have over 1 offices throughout the country.

PARK CAPITAL MANAGEMENT, LLC is a Madison, Wisconsin based Financial Planning firm with nearly $377,090,917 assets under management, offering retirement planning & investment advisory services to 1290 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158965
SEC#	801-115013
Assets Managed by Firm	$377,090,917
No. of Clients	1290
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1290	$377,090,917
Individuals (other than high net worth individuals)	431	$113,278,825
High net worth individuals	66	$194,005,719
Charitable organizations	11	$14,599,144
Corporations or other businesses	11	$19,305,361

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