Pacific Park Financial provides portfolio management for individuals and small businesses, portfolio management for institutions, and insurance.
Pacific Park Financial reports 211 clients. They include 140 individual clients, 69 high-net-worth individuals and 1 pension or profit-sharing plan. Of its assets, 98.8% ($219M across 602 accounts) are managed with discretion; $2.72M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 66% | 24% |
| High-net-worth individuals | 33% | 75% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 140 | $52.2M | 23.5% | $373K |
| High-net-worth individuals | 69 | $166M | 75.1% | $2.41M |
| Pension and profit-sharing plans | Fewer than 5 | $2.72M | 1.2% | $2.72M |
| Charitable organizations | Fewer than 5 | $248K | 0.1% | $248K |
| Total | 211 | $222M | 100% | — |
- Clients
- 140
- Regulatory AUM
- $52.2M
- AUM share
- 23.5%
- Avg. per client
- $373K
- Clients
- 69
- Regulatory AUM
- $166M
- AUM share
- 75.1%
- Avg. per client
- $2.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.72M
- AUM share
- 1.2%
- Avg. per client
- $2.72M
- Clients
- Fewer than 5
- Regulatory AUM
- $248K
- AUM share
- 0.1%
- Avg. per client
- $248K
Total
- Clients
- 211
- Regulatory AUM
- $222M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Pacific Park Financial is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Professional services
- Professional services outside the asset management schedule are billed at $200 an hour, payable at the time of service.
Gary Gordon owns 75% or more of Pacific Park Financial. The leadership team of Pacific Park Financial includes President Gary Gordon and Chief Compliance Officer Robert Charette. It has 2 employees, 1 of them in advisory roles.
Staff
- 2 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Pacific Park Financial, Inc.
Gary Gordon
Control person · since September 2002
Pacific Park Financial’s regulatory assets grew from $164M (March 2021) to $222M (March 2026); clients were 211 in both filings and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $222M | 211 | 2 | 1 |
| Mar 2025March 2025 | $210M | 214 | 2 | 1 |
| Mar 2024March 2024 | $184M | 214 | 2 | 1 |
| Feb 2023February 2023 | $165M | 219 | 2 | 1 |
| Mar 2022March 2022 | $194M | 218 | 2 | 1 |
| Mar 2021March 2021 | $164M | 212 | 2 | 1 |
Besides its headquarters, Pacific Park Financial has 0 offices, with 1 listed address in 1 state.
California · 1 listed address
- 25283 Cabot RD Ste 201, Laguna HillsHQ
Contact and registration details
- Legal name
- Pacific Park Financial, Inc.
- Headquarters
- 25283 Cabot RD Ste 201, Laguna Hills, CA 92653-5510
- Website
- mypacificpark.com
- Phone
- 949-600-6294
- SEC file
- 801-64063
- Founded
- 2002
- Structure
- California corporation
- Fiscal year end
- December
Pacific Park Financial’s named custodians for separately managed accounts include Charles Schwab ($209M, 94%), Pontera Solutions ($8.08M, 4%) and Paychex Securities ($2.72M, 1%). Pacific Park Financial does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $209M94%
- Pontera SolutionsPontera Solutions Inc. · New York, NY · $8.08M4%
- Ameritas Life InsuranceAmeritas Life Insurance Corp. · Lincoln, NE · $1.91M1%
- Paychex SecuritiesPaychex Securities Corporation · Rochester, NY · $2.72M1%
At year end, Pacific Park Financial’s separately managed accounts were mostly in funds (88%). Its reported 13F holdings for the quarter ended 31 March 2026 total $153M across 73 positions; the largest are Vanguard Index Fds (18.4%), Vanguard Intl Equity Index F (10.3%) and Schwab Strategic TR (10.1%).
What the accounts hold
- Stocks2%
- Funds88%
- Registered funds87%
- Pooled vehicles1%
- Bonds9%
- U.S. government and agency bonds5%
- Investment grade corporate bonds4%
- Cash1%
How many clients does Pacific Park Financial have?
Pacific Park Financial has 211 clients and manages $222 million for them, as of March 2026. They include 140 individual clients, 69 high-net-worth individuals and 1 pension or profit-sharing plan.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Pacific Park Financial offer?
Pacific Park Financial provides portfolio management for individuals and small businesses, portfolio management for institutions, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Pacific Park Financial use?
Pacific Park Financial’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $209M, Pontera Solutions Inc. (New York, NY), with $8.08M, Paychex Securities Corporation (Rochester, NY), with $2.72M and Ameritas Life Insurance Corp. (Lincoln, NE), with $1.91M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does Pacific Park Financial have?
Pacific Park Financial has 1 investment adviser representative registered with state securities authorities, out of 2 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pacific Park Financial invest in?
At the end of its last fiscal year, Pacific Park Financial’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 5% U.S. government and agency bonds, 4% investment grade corporate bonds, 2% exchange-traded equities, 1% pooled vehicles (private funds and similar) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pacific Park Financial?
Pacific Park Financial’s direct owner is Gary Gordon (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Pacific Park Financial get paid?
Pacific Park Financial is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pacific Park Financial?
Pacific Park Financial’s main office is at 25283 Cabot RD Ste 201, Laguna Hills, CA 92653-5510. Its phone number is 949-600-6294. Its website is mypacificpark.com.