Cardiff Park Advisors
Investment Management, 338 via Vera Cruz, San Marcos, California, 92078, United States, 1-10 Employees
Phone Number: +18*********
Who is 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 ...
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Headquarters: 338 via Vera Cruz, San Marcos, California, 92078, United States
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Date Founded: 2003
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6211
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NAICS Code: 523920 |
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Frequently Asked Questions Regarding Cardiff Park Advisors
Answer: Cardiff Park Advisors's headquarters are located at 338 via Vera Cruz, San Marcos, California, 92078, United States
Answer: Cardiff Park Advisors's phone number is +18*********
Answer: Cardiff Park Advisors's official website is https://cardiffpark.com
Answer: Cardiff Park Advisors's revenue is Under $1 Million
Answer: Cardiff Park Advisors's SIC: 6211
Answer: Cardiff Park Advisors's NAICS: 523920
Answer: Cardiff Park Advisors has 1-10 employees
Answer: Cardiff Park Advisors is in Investment Management
Answer: Cardiff Park Advisors contact info: Phone number: +18********* Website: https://cardiffpark.com
Answer: 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 CDs, 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 lions 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
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