PARK 10 FINANCIAL LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 226717
- Website
- www.park10financial.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Park 10 Financial LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates under a limited liability company structure and is owned by an individual. Park 10 Financial emphasizes a client-centric approach, working primarily with individual and family clients. The firm is also an active investor in environmental, social, and governance (ESG) opportunities, reflecting a commitment to sustainable investing practices.
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
- Cash & Cash Equivalents42%
- Public Funds/Mutual Funds41%
- Exchange Traded Equities17%
Owners & executives
1 of 1ROBERT FIELDER
President and CEOCRD 1738375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 1400 Broadfield Blvd
- Time zone
- CT (UTC-6)
- Office locations
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