Pacific Park Financial, Inc.
● SEC registered since 2005CRD 122867SEC# 801-64063Laguna Hills, CA
Reg. AUM
$221.6M
Employees
2
Accounts
603
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 $221.6 million in regulatory assets under management and employs 2 people.
Pacific Park Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Airen Gordon Control | President, Secretary | Over 75% | 2002 |
| Robert Allen Charette Control | Vp, Chief Compliance Officer | Under 5% | 2012 |
Frequently asked questions
How much does Pacific Park Financial, Inc. manage?
Pacific Park Financial, Inc. reports $221.6 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
| Address | 25283 Cabot Rd Ste 201, Laguna Hills, CA 92653-5510 |
| Phone | 949-600-6294 |
| Fax | 949-600-6292 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$221.6M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$221.6Mregulatory AUM
Discretionary $218.9MNon-discretionary $2.7M