Cardiff Park Advisors

2257 Vista La Nisa

Carlsbad, CA 92009

760-635-7526

www.cardiffpark.com

Asset Breakdown

Total AUM Total Accounts Avg. Account AUM
Discretionary $0 0 $0
Non-discretionary $1,034,925,745 1,457 $710,313
Total $1,034,925,745 1,457 $710,313

Staff

Employees 4

Clients

High-net-worth individuals 76-99%
Financial planning clients 101-250

Clients

High-net-worth client assets More than 75%

Compensation

Percentage of assets under management No
Hourly charges No
Subscription fees No
Fixed fees Yes
Commissions No
Performance-based fees No