PACIFIC PARK FINANCIAL, INC.
Firm details
- Headquarters
- LAGUNA HILLS, California
- CRD number
- 122867
- Registered since
- April 20, 2005
- Website
- www.mypacificpark.com
- Custodians
- CHARLES SCHWAB & CO., INC., PONTERA SOLUTIONS INC., PAYCHEX SECURITIES CORPORATION, AMERITAS LIFE INSURANCE CORP.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.12%
- Individuals23.54%
- Pension & Profit Sharing Plans1.23%
- Charitable Organizations0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pacific Park Financial, Inc. is a fee-based advisory firm that manages portfolios for individuals, families and institutional clients. Registered with the SEC since 2005 and owned by an individual principal, the firm emphasizes portfolio management services for both private clients and business or institutional accounts. Its investment approach is centered on public funds and exchange-traded funds as core building blocks, supplemented by selective individual-equity positions and a suite of alternative and fixed-income solutions. The firm charges fees as a percentage of assets under management and does not position itself as an ESG-focused or pension consulting specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- US Government Bonds5%
- Investment Grade Corp Bonds4%
- Exchange Traded Equities2%
- Private Funds1%
Owners & executives
1 of 1ROBERT CHARETTE
VP, Chief Compliance OfficerCRD 5405813
Contacts
1 of 1GARY GORDON
PresidentCRD 4572155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$156M in ETFs
91%
$143M
8%
$13.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $28.2M | 88,005 | 18.08% |
Location
LAGUNA HILLS, CA
ORANGE
Location
LAGUNA HILLS, CA
Headquartered in LAGUNA HILLS, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 25283 Cabot Rd
- Time zone
- PT (UTC-8)
- Office locations
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