Margo Park Financial

Margo Park Financial (CRD# 169375) is a financial advisory firm headquartered in San Diego, CA. They manage $18,289,194 in 189 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
501 W Broadway, Suite 800, San Diego, CA 92101
https://www.linkedin.com/company/margopark/
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    189
    ACCOUNTS
  • Average Account Value
    $96,768
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OK

Financial Advisors at Margo Park Financial
Showing 1 - 3 of 3 top financial advisors.
1
Jason Park, financial advisor San Diego CA
Jason Park
CRD#: 4685409
501 W Broadway, Suite 800, San Diego, CA 92101

Jason Park (CRD# 4685409) is an Investment Advisor Representative working at Margo Park Financial in San Diego, CA and has over 11 years of experience in the finance industry.

2
James Ault, financial advisor Broken Arrow OK
James Ault
CRD#: 7893852
Broken Arrow, OK

James Ault (CRD# 7893852) is an Investment Advisor Representative working at Margo Park Financial in Broken Arrow, OK and has 1 year of experience in the finance industry.

3
Amanda Finehout, financial advisor San Diego CA
Amanda Finehout
CRD#: 7618291
501 W Broadway, Suite 800, San Diego, CA 92101

Amanda Finehout (CRD# 7618291) is an Investment Advisor Representative working at Margo Park Financial in San Diego, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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