Cardiff Park Advisors

RIASEC RegisteredEst. 2006

Total AUM

$3B

Discretionary

0% of AUM

Avg account

$8.1M

Accounts

363

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 126752
Registered since: May 3, 2006
Website: www.cardiffpark.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Hourly Charges, Fixed Fees
Client types: HNWI99.09%
Charitable Organizations0.66%
Pension & Profit Sharing Plans0.25%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cardiff Park Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and in business since 2006. The firm is individually owned and serves high-net-worth individuals, families and select institutional clients. Its core services are financial planning and discretionary portfolio management for individuals and small businesses; compensation is driven by fixed fees and hourly charges rather than asset-based or performance fees. The firm is not positioned as an ESG-focused adviser, does not operate as a multi-state adviser, and does not identify as a pension consultant. Cardiff Park Advisors has been recognized in industry lists, including CNBC’s Top 100 Financial Advisory Firms (2019 and 2022) and FA Magazine’s Top RIA Firms (2020).