Assets Under Management
$209.5M
Number of Clients
214
Number of Advisors
1
Average Client AUM
$979K
AUM per Advisor
$209.5M
Compensation
Fee-Only (AUM)
Pacific Park Financial, Inc. offers portfolio management services to individuals, families, businesses, pensions, trusts, estates, and charitable organizations. They advise on various investment types, including stocks, ETFs, bonds, CDs, municipal securities, mutual funds, variable life insurance, variable annuities, and U.S. government securities. The firm manages assets in both supervisory and consultative capacities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fees are negotiable under some circumstances.
25283 Cabot Rd Ste 201, Laguna Hills, CA, 92653-5510