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PACIFIC PARK FINANCIAL, INC.
CRD 122867File 801-64063
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$221.6M
Below cohort median (national)
Discretionary AUM
$218.9M
Non-discretionary $2.7M
Clients
211
603 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 20, 2005
- Principal office
- 25283 CABOT RD STE 201, LAGUNA HILLS, CA, 92653-5510
- Phone
- 949-600-6294
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $221.6M
- Discretionary AUM
- $218.9M
- Non-discretionary AUM
- $2.7M
- Discretionary accounts
- 602
- Non-discretionary accounts
- 1
- Total accounts
- 603
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $248K |
| High net worth individuals | 69 | $166.5M |
| Pension and profit sharing plans | Fewer than 5 | $2.7M |
| Individuals (other than high net worth individuals) | 140 | $52.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.