Margo Park Financial

Margo Park Financial (CRD# 169375) is a financial advisory firm headquartered in , . They manage $5,320,360 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Margo Park Financial
Showing 1 - 1 of 1 top financial advisors.
Jason Park
CRD#: 4685409
330 A Street, Suite 110, 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 5 years of experience in the finance industry.

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