LAGUNA HILLS, CACRD 122867Latest ADV March 23, 2026
Pacific Park Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Laguna Hills, CA. Its latest Form ADV filing, dated March 23, 2026, reports $222M in regulatory assets under management, 2 employees, and 603 accounts.
Assets Under Management
$222M
Employees
2
Offices
--
Total Clients
211
Primary office
LAGUNA HILLS, CA
25283 CABOT RD STE 201, LAGUNA HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.4% of total clients.
Top client categories% of clientsClients
1
Individuals
66.4%
140
2
HNWI
32.7%
69
3
Pension Plans
0.5%
1
4
Charitable
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of March 23, 2026
Discretionary98.8%
$219M
99% of total RAUM98.8%
Non-discretionary1.2%
$3M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$222M
Total Accounts603
10Y AUM Change+$101M (+84.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee106:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.