Margo Park Financial

Flat / fixed fees in San Diego, CA

State registeredNo commissions reported

Call (858) 847-9191 Send a message Map ↗

Public-record details

Address: 501 W Broadway, Suite 800, San Diego, CA 92101
Phone: (858) 847-9191
Listed under: Flat / fixed fees, % of assets managed
Legal name: Margo Park LLC
CRD number: 169375
Registration: State registered: CA, OK
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses
Regulatory assets under management: $36.3 million
Accounts managed: 273
Clients reported (Form ADV 5.D): 75
Individual / high-net-worth clients: 66 / 9
Employees: 3
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-06-12

State registered (CA, OK) investment adviser, CRD 169375, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 169375 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in San Diego

7 Streets Financial, LLC8372 University Ave · San Diego, CA 91942 · (619) 798-3372 · Financial planningCRD 282577 · % of assets, Fixed fees · $88.4 million AUMSEC registeredNo commissions reported American Assets Investment Management, LLC3430 Carmel Mountain Road, Ste. 150, Suite 150 · San Diego, CA 92121 · (858) 345-1461 · % of assets managedCRD 131660 · % of assets · $5.9 billion AUMSEC registeredNo commissions reported Ariston Services Group, LLC750 B Street, Suite 1940 · San Diego, CA 92101 · (619) 241-2326 · Financial planningCRD 146255 · % of assets, Fixed fees, Performance-based fees · $527.0 million AUMSEC registeredNo commissions reported Ats Wealth Management5435 Oberlin Dr., Suite 200 · San Diego, CA 92121 · (858) 643-5757 · Financial planningCRD 137705 · % of assets, Hourly charges, Fixed fees · $383.6 million AUMSEC registeredNo commissions reported Awm Global Advisors750 B Street, Suite 2850 · San Diego, CA 92101 · (619) 225-7600 · Financial planningCRD 159094 · % of assets · $59.2 million AUMSEC registeredNo commissions reported Axion Wealth Advisors6265 Greenwich Drive, Ste. 150 · San Diego, CA 92122 · (760) 473-9109 · % of assets managedCRD 325396 · % of assets · $59.3 million AUMState registeredNo commissions reported Azimuth Wealth Advisors12636 High Bluff Drive, Suite 400 · San Diego, CA 92130 · (858) 225-8210 · Financial planningCRD 290050 · % of assets, Hourly charges, Fixed fees · $40.2 million AUMState registeredNo commissions reported Bamboo Wealth Strategies3131 Camino Del Rio North, Suite 750 · San Diego, CA 92108 · (619) 289-9670 · Financial planningCRD 170093 · % of assets, Hourly charges, Fixed fees · $235.7 million AUMSEC registeredNo commissions reported

All 126 in San Diego →