PARK CAPITAL GROUP, INC.

RIASEC Registered

Total AUM

$88.6M

Discretionary

$88.6M

100% of AUM

Avg account

$571K

Accounts

155

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 165884
Website: www.parkwealthmanagement.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans36.93%
Individuals30.08%
HNWI29.71%
Corporations / Businesses3.28%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Park Capital Group, Inc. is an independent, individually owned registered investment adviser that functions as a capital allocator for both individual/family and institutional clients. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee engagements. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, selecting other advisers on behalf of clients, and running educational seminars or workshops. The firm does not describe itself as an active ESG investor and is not designated as a multi-state adviser.