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 an independent registered investment adviser that registered with the SEC in 2005. The firm is organized as a corporation with individual ownership and serves both individual and family clients as well as institutional accounts. Its primary compensation model is a percentage-of-assets-under-management fee, and its advisory work centers on discretionary portfolio management for individuals, small businesses, and institutions. Pacific Park does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
2 of 2
Gary Gordon
President, CEOCRD 4572155
Robert Charette
VP, Chief Compliance OfficerCRD 5405813
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$169M in ETFs
82%
$139M
17%
$29.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $27.4M | 73,262 | 16.20% |
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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