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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pacific Park Financial Inc
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| CRD # | 122867 |
| SEC # | 801-64063 |
| CIK # | |
| AUM | $209.5 M (2025-03-14) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 949-600-6294 |
| Address | 25283 Cabot Rd Ste 201 Laguna Hills, CA 92653-5510 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 47.9 |
| (b) Individuals (high net worth individuals) | 69 | 157.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.5 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 620 | 209.5 |
| By Discretionary | ||
| Discretionary | 619 | 207.1 |
| Non-Discretionary | 1 | 2.4 |
| Total | 620 | 209.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 209.1 | |
| Total | 620 | 209.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mainstream Capital Management LLC
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|
CA | 0.2 |
|
Breakthru Advisory Services LLC
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|
WI | 0.2 |
|
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|
TN | 0.2 |
|
Mosaic Wealth Management LLC
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|
0.2 | |
|
Intervest Ltd
✚
|
MD | 0.2 |
|
Olympic Wealth Management LLC
✚
|
WA | 0.2 |
|
MOS Capital Inc
✚
|
FL | 0.2 |
|
Dean Wealth Partners LLC
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|
TX | 0.2 |
|
Cerda Munoz Advisors Inc
✚
|
CA | 0.2 |
|
Allied Portfolio Management Inc
✚
|
AZ | 0.2 |