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PACIFIC PARK FINANCIAL, INC.
Investment Advice|LAGUNA HILLS, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$209.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 207.1M |
| Non-Discretionary | 2.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 122867 |
| SEC Number | 801-64063 |
| Street Address | 25283 CABOT RD STE 201 |
| Location | LAGUNA HILLS, CA 92653-5510 |
| Country | United States |
| Phone | 949-600-6294 |
| Fax | 949-600-6292 |
| Total Employees | 2 |
Client Count by Type (214 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 142 |
| High Net Worth Individual… | 69 |
| Pension/Profit Sharing Pl… | 2 |
| Charitable Organizations | 1 |
County data not available for this organization.