MARGO PARK FINANCIAL

MARGO PARK FINANCIAL of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 169375). Regulatory assets under management: $36.3M.

Registration

• CRD: 169375
• Type: Registered investment adviser
• Location: 501 W BROADWAY, SAN DIEGO, CA, 92101
• Phone: (858) 847-9191
• Latest filing: 2026-06-12
• Regulatory AUM: $36.3M
• Discretionary AUM: $32.7M
• Non-discretionary AUM: $3.6M
• Clients: 3
• Accounts: 273

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169375 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search