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PACIFIC PARK FINANCIAL, INC.
CRD 122867 · SEC 801-64063
25283 CABOT RD STE 201, LAGUNA HILLS, CA, 92653-5510, United States
Phone
949-600-6294
Fax
949-600-6292
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$221.6M
Discretionary AUM
$218.9M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $52.2M |
| High net worth individuals | 69 | $166.5M |
| Pension/profit sharing plans | 1 | $2.7M |
| Charitable organizations | 1 | $248K |
States served
CA, GA, IL, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD