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Home > Retirement Planners > wisconsin > madison > PARK CAPITAL MANAGEMENT, LLC
PARK CAPITAL MANAGEMENT, LLC
1601 Greenway Cross
Suite 201
Madison, Wisconsin 53713
Tel: 608-440-8608
About PARK CAPITAL MANAGEMENT, LLC
PARK CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PARK CAPITAL MANAGEMENT, LLC. The firm was established in 05/08/2019. They have over 1 offices throughout the country.
PARK CAPITAL MANAGEMENT, LLC is a Madison, Wisconsin based Financial Planning firm with nearly $377,090,917 assets under management, offering retirement planning & investment advisory services to 1290 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158965 |
| SEC# | 801-115013 |
| Assets Managed by Firm | $377,090,917 |
| No. of Clients | 1290 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1290 | $377,090,917 |
| Individuals (other than high net worth individuals) | 431 | $113,278,825 |
| High net worth individuals | 66 | $194,005,719 |
| Charitable organizations | 11 | $14,599,144 |
| Corporations or other businesses | 11 | $19,305,361 |
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