$88.6M Total AUM
$88.6M Disc. AUM
-- 3Y CAGR
4 Employees
166 ADV. Clients
13 yrs Firm Age
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- Custodian
- Capital Group · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- MeridianNorth
- Established Date
- 01-03-2013
- Office Locations
- 1
Office Locations
-- Redondo Beach CA
About Park Capital Group, Inc.
Park Wealth Management is a boutique Los Angeles-area wealth management firm focused on helping professionals navigate complex financial decisions. The team provides retirement planning, investment management, and estate planning, coordinating with clients’ tax advisors to build personalized, diversified strategies designed to manage risk and pursue long-term goals.
Team overview
52 AVG AGE
$44.3M AVG AUM / ADVISOR
$533.6K AVG AUM / CLIENT
8.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Vector Oak Element element
Client Personas
Eagle insight Summit
Custodian
Bridge Value fusion Radial foundation Delta
Investment Themes
Beacon glacier
Investment Vehicles
Insight radial
Platform
Optima focus
Services
Beacon beacon Vertex Radial Pioneer Meridian Meridian Optima summit Wave momentum Beacon glacier
Technology
North ridge Ridge eagle
Owner & Executives
GLEN SANSUE PARK
President
- CRD
- #2513445
- Ownership
- 75% or more
(943) 230-3711
vector.foundation@vitalcapital.com
in linkedin.com/in/quantum-summit
Showing 1 of 1 owners & executives
Unlock allContacts
S
SEAN ALEXANDER MIOT
Registered Representative
- CRD
- #3245288
(351) 908-9433
focus.frontier@crestcapital.com
in linkedin.com/in/crest-oak
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,581,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,581,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $88,581,000
Public Funds:
14.2% Equity - Exchange:
50.0% U.S. Government/Agency:
35.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $903,085,422 | 14.2% |
| Equity - Exchange | $3,179,878,246 | 50.0% |
| U.S. Government/Agency | $2,276,792,823 | 35.8% |
| Total | $6,359,756,491 | 100.0% |
13F Holdings | Q1 2021
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE INSIGHT | CAPITAL OAK | 8ZTT8U4W3 | JKE | 4.95% | $49,910,246 |
| PATHWAY EMBER EAGLE | DELTA OPTIMA | 9SQ2OAKWQ | IZWI | 3.04% | $118,475,083 |
| WAVE HORIZON SIGNAL | RIDGE ELEMENT | YZUQK0KU4 | XBFQ | 6.86% | $22,496,927 |
| VERTEX MATRIX GLACIER | ATLAS QUANTUM | RDL5XJT5P | XXGC | 7.91% | $92,845,900 |
| BRIDGE SUMMIT | EMBER ZENITH | 3UBS3S9RM | FQXDU | 3.57% | $111,164,131 |
| UNISON MOMENTUM VECTOR | SUMMIT FUSION | 6IMGOGJ3E | DBOW | 5.79% | $84,369,290 |
| CREST MOMENTUM CATALYST | ATLAS CAPITAL | BNDHIA5UW | OPYXC | 4.42% | $20,895,897 |
| MOMENTUM NORTH | MATRIX INSIGHT | NGXNM9MNH | TTS | 1.06% | $99,333,629 |