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CARDIFF PARK ADVISORS
CARDIFF PARK ADVISORS,LLC
CRD 126752 · SEC 801-66660
AZ, United States
Phone
760-635-7526
Fax
760-284-5550
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.96B
Discretionary AUM
$0
Team
6 total employees; 1 advisory reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 358 | $2.93B |
| Pension/profit sharing plans | 1 | $7.4M |
| Charitable organizations | 4 | $19.5M |
States served
AZ, CA, CO, GA, IL, LA, MD, MA, MI, NV, NJ, NY, NC, OR, SC, TN, VA, WI, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD