Margo Park Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 169375
· San Diego, CA
· www.linkedin.com
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ADV data as of Jun 12, 2026
- Regulatory AUM
- $36.3M
- Discretionary
- $32.7M
- Clients
- 75
- Avg AUM / client
- $484K
- Accounts
- 273
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 66 | $12.6M | 34.6% |
| High net worth individuals | 9 | $23.8M | 65.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Ault | Registered representative | Mar 2024 (2y) | ||
| Jason Park | Registered representative | Dec 2024 (2y) | ||
| Amanda Finehout | Registered representative | Jan 2025 (2y) | ||
| Susan Elizabeth Olt | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗