PARK CAPITAL MANAGEMENT, LLC
Total AUM
$868M
Employees
9Clients
625Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1601 GREENWAY CROSS
SUITE 201
MADISON
WI 53713
United States
SUITE 201
MADISON
WI 53713
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
608-440-8608
Financials
Total AUM
$868M
Accounts
1,853Discretionary
$859M
Accounts
1,792Non-Discretionary
$8.9M
Accounts
61
Clients
Individual Clients
470AUM
$187.7M
HNW Individual Clients
87AUM
$304.5M
Pension/Profit Sharing Plan Clients
46AUM
$335.3M
Charitable Organization Clients
6AUM
$21.7M
Insurance Company Clients
1AUM
$1.4M
Corporation or Business Clients
15AUM
$17.4M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLILMNOHTNTXVAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.