← Back to searchVisit website
MARGO PARK FINANCIAL
MARGO PARK LLC
CRD 169375
501 W BROADWAY, SUITE 800, SAN DIEGO, CA, 92101, United States
Phone
(858) 847-9191
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.3M
Discretionary AUM
$32.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $12.6M |
| High net worth individuals | 9 | $23.8M |
All web addresses on file
Official SEC filing: View on IAPD