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Pacific Park Financial, Inc.

● SEC registered since 2005CRD 122867SEC# 801-64063Laguna Hills, CA
Export (members)
Reg. AUM
$209.5M
Employees
2
Accounts
620
Location
Laguna Hills, CA

Pacific Park Financial, Inc. assets under management

Pacific Park Financial, Inc. is a registered investment adviser overseen by the SEC based in Laguna Hills, CA. The firm has been registered since 2005. It reports $209.5 million in regulatory assets under management and employs 2 people.

Pacific Park Financial, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Gary Airen Gordon ControlPresident, SecretaryOver 75%2002
Robert Allen Charette ControlVp, Chief Compliance OfficerUnder 5%2012

Frequently asked questions

How much does Pacific Park Financial, Inc. manage?

Pacific Park Financial, Inc. reports $209.5 million in regulatory assets under management on its Form ADV.

How many employees does Pacific Park Financial, Inc. have?

Pacific Park Financial, Inc. reports 2 employees.

Where is Pacific Park Financial, Inc. located?

Pacific Park Financial, Inc. is based in Laguna Hills, CA and has been SEC-registered since 2005.

Does Pacific Park Financial, Inc. disclose fund performance?

Pacific Park Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address25283 Cabot Rd Ste 201, Laguna Hills, CA 92653-5510
Phone949-600-6294
Fax949-600-6292
Office hours8:00 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$207.1M
Non-discretionary$2.4M
Total (RAUM)$209.5M