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 small, SEC-registered advisory corporation that provides portfolio management for individuals, small businesses and institutional clients. The firm operates under an asset‑based fee model and is owned by an individual. It is not organized as a multi‑state adviser or pension consultant, and does not identify as an active ESG investor. Advisory activity centers on discretionary portfolio management for private clients and business/institutional accounts.
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 1
Robert Charette
VP, Chief Compliance OfficerCRD 5405813
Contacts
1 of 1
Gary Gordon
PresidentCRD 4572155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$171M in ETFs
83%
$142M
17%
$29.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $27.7M | 74,797 | 16.15% |
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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