BP
CFA
BP
CFA

Benjamin Ki Park

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
39 advisors
Number of Clients
1,759 clients
Average Client Portfolio
$11.9M average
Assets Under Management
$21.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only
Loading...

Location

300 Barr Harbor Drive, Fifth Floor, West Conshohocken, PA, 19428-2998

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Benjamin owns BKPARK, LLC, a side hobby purchasing small hobby items for resale on the internet, spending minimal time on it. He also owns a rental property, but outsources the management and spends no time on it.

Employment History
Current Registrations
Hirtle, Callaghan & CO., LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2011 - September 2012 · 1 yr 8 mos
Wells Fargo Investments, LLC
November 2010 - January 2011 · 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
July 2006 - March 2010 · 3 yrs 8 mos
Wells Fargo Investments, LLC
April 2005 - April 2006 · 1 yr
State Registrations2 states
AZPA
Advisor
Exams
No exam information available for this advisor.