Cardiff Park Advisors

Trust Score 96%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.


Cardiff Park Advisors, federally registered in 2006, is a Registered Investment Advisor (RIA) in 20 state(s) with a licensed staff of 1 advisors. Cardiff Park Advisors manages $1.8 billion and provides investment advisory services for 387 clients (1:387 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $1,000,000
Average Client Balance $4,762,120
Hybrid Advisor No
Disciplinary History No
Total AUM $1.8 billion
Advisor / Client Ratio 1:387
Headquarters San Marcos, CA
SEC Filings Forms and Brochures    (CRD # 126752)
State(s) Registered AZ, CA, CO, CT, FL, GA, IL, LA, MD, MA, MI, NV, NH, NJ, NY, NC, TX, VA, WA, WI

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