CRD: 169375

Margo Park Financial

SAN Diego, CA, 92101

(858) 847-9191

$36.3M Total AUM

$32.7M Disc. AUM

-- 3Y CAGR

3 Employees

75 ADV. Clients

12 yrs Firm Age

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Firm Details

Custodian: Betterment
Clients: Retail
Platforms: Available
Established Date: 02-24-2014
Office Locations: 4

Office Locations

501 W Broadway Suite 800 SAN Diego CA

-- Broken Arrow OK

-- Clearwater FL

About Margo Park Financial

Margo Park Financial is a SAN Diego-based RIA with 4 offices. The firm has been operating for 12 years. Managing $36.3M in total assets under management, with 3 advisory representatives. They custody assets with Betterment.

Team overview

40 AVG AGE

$12.1M AVG AUM / ADVISOR

$484.4K AVG AUM / CLIENT

3.3 yrs AVG TENURE

3 Employees

3 Advisory Reps

3 RIA Reps

12yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

Jason Park

Chief Compliance Officer, Chief Investment Officer, PRINCIPAL

CRD: #4685409
Ownership: 75% or more

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Contacts

James Ault

CRD: #7893852

Available

Amanda Finehout

Human Resources Director

CRD: #7618291

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

No AUM history available

Category	Assets	AVG. Account size
Discretionary	$32,697,836	--
Non-Discretionary	$3,635,555	--
Total	$36,333,391	--

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Separately Managed Accounts

Total SMA Asset: Available

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Equity - Exchange:

Available

Cash:

Available

Asset class	Assets	Assets %
Equity - Exchange	Available	Available
Cash	Available	Available
Total	Available	Available

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Margo Park Financial

Firm Details

Office Locations

About Margo Park Financial

Team overview

Insights

Asset Classes

Client Personas

Investment Themes

Investment Vehicles

Services

Technology

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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