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| Cardiff Park Advisors LLC
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| |
|---|---|
| CRD # | 126752 |
| SEC # | 801-66660 |
| CIK # | 0001910000 |
| AUM | $2.5 BB (2024-03-25) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 760-635-7526 |
| Address | 7161 Aviara Drive Carlsbad, CA 92011 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| META | 434,852.0 | 164.2 | |
| AAPL | 2,382,844.0 | 25.2 | |
| MSFT | 1,918,222.4 | 13.7 | |
| GOOG | 1,482,566.4 | 9.6 | |
| AMZN | 1,092,997.8 | 9.6 | |
| NVDA | 399,550.0 | 8.7 | |
| GOOGL | 1,475,138.5 | 8.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 370 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 4 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,367 | 2.5 |
| By Discretionary | ||
| Discretionary | 12 | 0.0 |
| Non-Discretionary | 2,355 | 2.4 |
| Total | 2,367 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 2,367 | 2.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001910000] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sigfig Wealth Management LLC
✚
|
CA | 2.8 |
|
T Rowe Price Advisory Services Inc
✚
|
MD | 2.6 |
|
Northeast Investment Management Inc
✚
|
MA | 2.5 |
|
Waters Parkerson & Co LLC
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|
LA | 2.5 |
|
Pittenger & Anderson Inc
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|
NE | 2.5 |
|
Systematic Alpha Investments LLC
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|
NJ | 2.3 |
|
Zemenick & Walker Inc
✚
|
MO | 2.2 |
|
Charles D Hyman & Company
✚
|
FL | 2.2 |
|
Nichols & Pratt Advisers LLP
✚
|
MA | 2.2 |
|
Rock Harbor Partners LLC
✚
|
NY | 2.1 |