CARDIFF PARK ADVISORS

RIASEC RegisteredEst. 2006

Total AUM

$3B

Discretionary

0% of AUM

Avg account

$8.1M

Accounts

363

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 126752
Registered since: May 3, 2006
Website: www.cardiffpark.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Hourly Charges, Fixed Fees
Client types: HNWI99.09%
Charitable Organizations0.66%
Pension & Profit Sharing Plans0.25%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Cardiff Park Advisors is an independent, individually owned registered investment adviser organized as an LLC and first registered with the SEC in 2006. The firm serves individuals, families and institutional clients, with a stated focus on financial planning and portfolio management for individuals and small businesses. Its client billing is largely fee-based using fixed fees and hourly charges rather than commission or percentage-based advisory fees. Cardiff Park is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not operate as a capital allocator or pension consultant. The firm has received public recognition from industry outlets, including CNBC (Top 100 Financial Advisory Firms, 2019 and 2022) and Financial Advisor Magazine (Top RIA Firms, 2020).