Pacific Park Financial Inc

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Pacific Park Financial Inc
CRD #122867
SEC #801-64063
CIK #0002107255
AUM 221.6 M (2026-03-23)
Employees 2 (50% Investors, 0% Brokers)
Fees
Minimum
Phone949-600-6294
Address25283 Cabot Rd Ste 201
Laguna Hills, CA 92653-5510
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($M)
2502001501005002004201120192027
Sector Form 13F Holdings Value ($M)
iShares Comex Gold Trust 6.5
Trebia Acquisition Corp 1.3
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
170136102683402025202520262027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 140 52.2
(b) Individuals (high net worth individuals) 69 166.5
(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 2.7
(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 603 221.6
By Discretionary
Discretionary 602 218.9
Non-Discretionary 1 2.7
Total 603 221.6
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 221.1
Total 603 221.6
EDGAR Form CIK 2011 - 2026
13F-HR [0002107255]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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