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Park Financial Planning Solutions
PARK FINANCIAL PLANNING SOLUTIONS, LLC is a state-registered investment adviser with $2 million in regulatory assets under management. The firm manages...
Overview
PARK FINANCIAL PLANNING SOLUTIONS, LLC is a state-registered investment adviser with $2 million in regulatory assets under management. The firm manages $504,950 on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Is Park Financial Planning Solutions a fiduciary?
As a Registered Investment Adviser (RIA), Park Financial Planning Solutions is legally required to act as a fiduciary, meaning it must always put client interests first. This is a standard regulatory requirement for RIAs.
How can I verify Park Financial Planning Solutions's registration?
You can check the SEC's Investment Adviser Public Disclosure (IAPD) website or the applicable state regulator's database. The firm's RIA status is a matter of public record.
Does Park Financial Planning Solutions manage institutional funds?
The firm's name and registration suggest it focuses on individual client planning rather than institutional capital management. No institutional mandate is publicly documented.
What is the AUM of Park Financial Planning Solutions?
The firm does not publicly disclose its assets under management. AUM figures for smaller RIAs are often not required to be publicly listed.
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