Investment adviser · CRD 122867
PACIFIC PARK FINANCIAL, INC.
Investment adviser filing (IA)
LAGUNA HILLS, CA, United States · Form ADV filed Mar 23, 2026
- Regulatory AUM
- $222M Form ADV · Item 5.F
- Client accounts
- 603 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 69 | $166,471,884 | 75.1% |
| Individuals | 140 | $52,169,954 | 23.5% |
| Retirement plans | Fewer than 5 | $2,720,806 | 1.2% |
| Charities | Fewer than 5 | $247,716 | 0.1% |
Filing source
Form ADV 2079668 · Mar 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 23, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
25283 CABOT RD STE 201LAGUNA HILLS, CA, 92653-5510, United States
CRD 122867
Filing source
Form ADV 2079668 · Mar 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.