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Building 2CARDIFF PARK ADVISORS

Map pin
Phone760-635-7526
NotebookSEC #801-66660
Total AUM
$3B
Employees
6
Clients
363

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. - 4:00 P.M.
MONDAY - FRIDAY
Phone
760-635-7526
Other Offices
1

ReceiptFinancials

Total AUM
$3B
Accounts
363
Discretionary
$0
Accounts
0
Non-Discretionary
$3B
Accounts
363

ContactClients

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HNW Individual Clients
358
AUM
$2.9B
Pension/Profit Sharing Plan Clients
1
AUM
$7.4M
Charitable Organization Clients
4
AUM
$19.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILLAMAMDMINCNHNJNVNYORSCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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