CRD: 334210
Park Financial Planning Solutions, LLC
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2025
- Office Locations
- 1
Office Locations
About Park Financial Planning Solutions, LLC
Park Financial Planning Solutions, LLC is a Stafford, VA-based, recently established RIA serving retail clients with financial planning, tax planning, insurance, and portfolio construction/asset allocation. The firm highlights working with entrepreneurs and considers investment themes and exposures including mutual funds and pooled vehicles, with interest areas such as real estate and cryptocurrency. Custodies through Altruist.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Christopher Caughey Park
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #8026918
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $504,950 | -- |
| Non-Discretionary | $1,033,142 | -- |
| Total | $1,538,092 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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