Park Capital Group, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 165884
- Website
- www.parkwealthmanagement.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans36.93%
- Individuals30.08%
- HNWI29.71%
- Corporations / Businesses3.28%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Park Capital Group, Inc. is an independent, privately owned registered investment adviser that serves both high-net-worth individuals and institutional clients. The firm acts as a capital allocator and provides a mix of financial planning, portfolio management for individuals and small businesses, and investment manager selection. Fee arrangements include asset-based fees, hourly charges, and fixed fees. Park Capital also runs educational seminars and workshops for clients. The firm does not flag itself as an active ESG investor and is not presented as a multi-state adviser.
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 Funds75%
- Exchange Traded Equities21%
- US Government Bonds4%
Contacts
2 of 2
Glen Park
Wealth Management AdvisorCRD 2513445
Sean Miot
Registered RepresentativeCRD 3245288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$14.5M in ETFs
100%
$14.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND (FXD) | First Trust | Passive | Consumer Cyclical | $2.8M | 48,745 | 19.50% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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