PACIFIC PARK FINANCIAL, INC.
CRD #122867 SEC #801-64063 LAGUNA HILLS, CA 949-600-6294
SEC Registered
Total AUM
$209.5M
Discretionary
$207.1M
Employees
2
Clients
0
Accounts
620
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $209.5M | $207.1M | $2.4M | 2 | 0 |
| Mar 2024 | $183.8M | $181.6M | $2.2M | 2 | 0 |
| Feb 2023 | $164.7M | $161.9M | $2.8M | 2 | 0 |
| Mar 2022 | $193.6M | $191.7M | $1.8M | 2 | 0 |
| Mar 2021 | $163.7M | $162.3M | $1.4M | 2 | 0 |
| Feb 2021 | $151.2M | $149.9M | $1.2M | 2 | 0 |
| Feb 2021 | $151.2M | $149.9M | $1.2M | 2 | 0 |
| Feb 2020 | $151.2M | $149.9M | $1.2M | 2 | 0 |
| Mar 2019 | $135.6M | $135.6M | $0 | 2 | 0 |
| Mar 2018 | $132.3M | $132.3M | $0 | 2 | 0 |
| Jan 2018 | $120.4M | $120.4M | $0 | 2 | 0 |
| Mar 2017 | $120.4M | $120.4M | $0 | 2 | 200 |
| Mar 2016 | $124.3M | $124.3M | $0 | 2 | 200 |
| Mar 2015 | $116.7M | $116.7M | $0 | 2 | 200 |
| Feb 2015 | $116.7M | $116.7M | $0 | 2 | 200 |
| May 2014 | $117.7M | $117.7M | $0 | 2 | 200 |
| Mar 2014 | $117.7M | $117.7M | $0 | 2 | 200 |
| Dec 2013 | $96.9M | $96.9M | $0 | 2 | 200 |
| May 2013 | $96.9M | $96.9M | $0 | 2 | 200 |
| Mar 2013 | $96.9M | $96.9M | $0 | 2 | 200 |
| Feb 2012 | $94.1M | $94.1M | $0 | 1 | 180 |
| Jun 2011 | $90M | $90M | $0 | 5 | -- |
| Mar 2011 | $90M | $90M | $0 | 5 | -- |
| Jan 2010 | $68M | $68M | $0 | 5 | -- |
| Feb 2009 | $52M | $52M | $0 | 5 | -- |
| Jan 2008 | $72M | $72M | $0 | 5 | -- |
| Aug 2007 | $59M | $59M | $0 | 5 | -- |
| Mar 2007 | $59M | $59M | $0 | 5 | -- |
| Jan 2006 | $42M | $42M | $0 | 5 | -- |
| Oct 2005 | $40M | $40M | $0 | 5 | -- |
DateMar 2025
Total AUM$209.5M
Discretionary$207.1M
Non-Disc.$2.4M
Employees2
Clients0
DateMar 2024
Total AUM$183.8M
Discretionary$181.6M
Non-Disc.$2.2M
Employees2
Clients0
DateFeb 2023
Total AUM$164.7M
Discretionary$161.9M
Non-Disc.$2.8M
Employees2
Clients0
DateMar 2022
Total AUM$193.6M
Discretionary$191.7M
Non-Disc.$1.8M
Employees2
Clients0
DateMar 2021
Total AUM$163.7M
Discretionary$162.3M
Non-Disc.$1.4M
Employees2
Clients0
DateFeb 2021
Total AUM$151.2M
Discretionary$149.9M
Non-Disc.$1.2M
Employees2
Clients0
DateFeb 2021
Total AUM$151.2M
Discretionary$149.9M
Non-Disc.$1.2M
Employees2
Clients0
DateFeb 2020
Total AUM$151.2M
Discretionary$149.9M
Non-Disc.$1.2M
Employees2
Clients0
DateMar 2019
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$132.3M
Discretionary$132.3M
Non-Disc.$0
Employees2
Clients0
DateJan 2018
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$120.4M
Discretionary$120.4M
Non-Disc.$0
Employees2
Clients200
DateMar 2016
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees2
Clients200
DateFeb 2015
Total AUM$116.7M
Discretionary$116.7M
Non-Disc.$0
Employees2
Clients200
DateMay 2014
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees2
Clients200
DateMar 2014
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees2
Clients200
DateDec 2013
Total AUM$96.9M
Discretionary$96.9M
Non-Disc.$0
Employees2
Clients200
DateMay 2013
Total AUM$96.9M
Discretionary$96.9M
Non-Disc.$0
Employees2
Clients200
DateMar 2013
Total AUM$96.9M
Discretionary$96.9M
Non-Disc.$0
Employees2
Clients200
DateFeb 2012
Total AUM$94.1M
Discretionary$94.1M
Non-Disc.$0
Employees1
Clients180
DateJun 2011
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$68M
Discretionary$68M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$59M
Discretionary$59M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--