P
$467.7K Total AUM
$467.7K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
11 yrs Firm Age
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- Custodian
- Folio Investments
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2015
- Office Locations
- 1
Office Locations
1400 Broadfield Blvd Suite 200 Houston TX
About Park 10 Financial LLC
PARK 10 FINANCIAL LLC is a Houston-based retail RIA providing financial planning and portfolio management, including estate and tax planning and insurance/annuity guidance. Investment implementation uses a mix of mutual funds, ETFs and cash, with stated interest in ESG/SRI and digital assets. Custody reported with Folio Investments.
Team overview
-- AVG AGE
$467.7K AVG AUM / ADVISOR
$93.5K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
ROBERT RANDALL FIELDER
Chief Compliance Officer, President, Registered Representative
- CRD
- #1738375
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $467,699 | -- |
| Non-Discretionary | $0 | -- |
| Total | $467,699 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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