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Building 2PACIFIC PARK FINANCIAL, INC.

Map pinLAGUNA HILLS, CA
Phone949-600-6294
NotebookSEC #801-64063
Total AUM
$221.6M
Employees
2
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
25283 CABOT RD STE 201
LAGUNA HILLS
CA 92653-5510
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
949-600-6294

ReceiptFinancials

Total AUM
$221.6M
Accounts
603
Discretionary
$218.9M
Accounts
602
Non-Discretionary
$2.7M
Accounts
1

ContactClients

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Individual Clients
140
AUM
$52.2M
HNW Individual Clients
69
AUM
$166.5M
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M
Charitable Organization Clients
1
AUM
$247.7K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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