RIA Intelโ€บAdvisersโ€บCARDIFF PARK ADVISORS,LLC

CARDIFF PARK ADVISORS,LLC

Advisory

Nยท

Data as of Mar 25, 2026 ยท Source: SEC Form ADV

Total AUM
$3.0B
1-Year AUM Growth
+9.2%
3-Year CAGR
+3.8%
Employees
1
Assets Under Management
Total AUM$3.0B
Discretionary AUM$0
Non-Discretionary AUM$3.0B
Discretionary %0%
Total Clients375
Team
Total Employees1
Investment Advisers6
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record46
First FilingApr 20, 2006
Latest FilingMar 25, 2026
๐Ÿ”’ Full AUM trend chart and 46 historical filings spanning 20+ years
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Registration
Statusโ€”
Registration Dateโ€”
SEC RegisteredYes
Exempt ReportingNo
โšก Succession Risk Score

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๐Ÿ“Š Peer Benchmarking

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๐Ÿ‘ฅ Owners & Officers

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๐Ÿฆ Client Demographics

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Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

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