Cardiff Park Advisors
Investment Management • 
San Marcos, California, United States • 1-10 Employees
Company overview
| Headquarters | 338 Via Vera Cruz, Suite 240, San Marcos, CA 92078, US |
| Phone number | +17606357526 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Financial Advising, Portfolio Management, Fixed Income Strategies, Passive And Index Philosophy Investing |
| Founded | 2003 |
| Employees | 1-10 |
| Socials |
Key Contact at Cardiff Park Advisors
John Gorlow
Founder
Cardiff Park Advisors Email Formats
Cardiff Park Advisors uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@cardiffpark.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@cardiffpark.com | 100% |
About Cardiff Park Advisors
Cardiff Park Advisors is an independent, fee-only, full service investment adviser registered with and regulated by the Securities and Exchange Commission (SEC). We specialize in passive and index portfolio management and deliver comprehensive wealth management to meet your needs for low fixed fees. Individuals, as well as trusts, endowments, retirement plan sponsors and businesses entities are among our clientele. Cardiff Park is among a select group of advisors qualified to provide access to Dimensional Funds (DFA), a leader in passive investment research and fund offerings. We also recommend Vanguard funds and selected Exchange Traded Funds as well as CD’s, Treasuries, Corporate and Municipal bonds for individual maturity laddered fixed-income portfolios. Whether you are retired, approaching retirement, or accumulating for retirement, a combination of our smarter strategy and low fixed annual retainer allows you to keep the lion’s share of what the market delivers over time. We welcome initial 15-20 minute phone calls so that we may preliminarily assess your investment needs, how we can support your requirements, and provide an estimate of costs, including our adviser fees. 888-332-2238
Cardiff Park Advisors revenue & valuation
| Annual revenue | $14,500,000 |
| Revenue per employee | $14,433,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $46,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Cardiff Park Advisors has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Cardiff Park Advisors has never raised funding before.
Cardiff Park Advisors Tech Stack
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Frequently asked questions
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