Insights

Client Focus Cardiff Park Advisors primarily serves high-net-worth individuals, trusts, endowments, and retirement plan sponsors, indicating a target market that values personalized, fee-only wealth management solutions, presenting opportunities for premium service offerings.

Product Offering The company specializes in passive and index portfolio management utilizing Dimensional Funds, Vanguard, and ETFs, signaling a strong alignment with cost-effective, strategic investment products suitable for clients seeking low-fee, diversified investment options.

Market Recognition Being ranked No. 81 on CNBC’s Financial Advisor 100 highlights their reputation and growth potential, making them an attractive prospect for partnership or referral programs to expand client networks.

Technological Infrastructure Utilizing advanced tools such as D3.js, Chart.js, and Google Analytics suggests open to leveraging digital engagement and data-driven marketing tactics to attract technology-savvy or digitally engaged clients.

Growth Potential With revenues between 1M and 10M and a small team of fewer than 10 employees, there are opportunities to offer scalable solutions that enhance operational efficiency, marketing, and client acquisition processes as they expand.

Cardiff Park Advisors Tech Stack

Cardiff Park Advisors uses 8 technology products and services including D3.js, Chart.js, reCAPTCHA, and more. Explore Cardiff Park Advisors's tech stack below.

D3.js

Javascript Graphics

Chart.js

Javascript Graphics

reCAPTCHA

Security

Kendo UI

UI Frameworks

Google Analytics

Web Analytics

Microsoft ASP.NET

Web Frameworks

GoDaddy

Web Hosting

Microsoft IIS

Web Servers

Cardiff Park Advisors Email Formats	Example	Percentage
FLast@cardiffpark.com	JDoe@cardiffpark.com	50%
FLast@cardiffpark.com	JDoe@cardiffpark.com	50%

Cardiff Park Advisors Email Formats

Example

Percentage

FLast@cardiffpark.com

JDoe@cardiffpark.com

50%

FLast@cardiffpark.com

JDoe@cardiffpark.com

50%

Frequently Asked Questions

Where is Cardiff Park Advisors's headquarters located?

Cardiff Park Advisors's main headquarters is located at 338 Via Vera Cruz, Suite 240, San Marcos, CA 92078, US. The company has employees across 1 continents, including North America.

What is Cardiff Park Advisors's phone number?

You can contact Cardiff Park Advisors's main corporate office by phone at

+1-760-635-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Cardiff Park Advisors's official website and social media links?

Cardiff Park Advisors's official website is cardiffpark.com and has social profiles on LinkedIn.

What is Cardiff Park Advisors's SIC code NAICS code?

Cardiff Park Advisors's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Cardiff Park Advisors have currently?

As of December 2025, Cardiff Park Advisors has approximately 1 employees across 1 continents, including North America. Key team members include Senior Vice President: C. C.. Explore Cardiff Park Advisors's employee directory with LeadIQ.

What industry does Cardiff Park Advisors belong to?

Cardiff Park Advisors operates in the Investment Management industry.

What technology does Cardiff Park Advisors use?

Cardiff Park Advisors's tech stack includes D3.jsChart.jsreCAPTCHAKendo UIGoogle AnalyticsMicrosoft ASP.NETGoDaddyMicrosoft IIS.

What is Cardiff Park Advisors's email format?

Cardiff Park Advisors's email format typically follows the pattern of FLast@cardiffpark.com. Find more Cardiff Park Advisors email formats with LeadIQ.

When was Cardiff Park Advisors founded?

Cardiff Park Advisors was founded in 2003.

Cardiff Park Advisors

Q: What is Cardiff Park Advisors's official website and social media links?

Cardiff Park Advisors's official website is cardiffpark.com. Cardiff Park Advisors has social profiles on LinkedIn.

Q: How many employees does Cardiff Park Advisors have currently?

Cardiff Park Advisors has approximately 1 employees.

Q: What technology does Cardiff Park Advisors use?

Cardiff Park Advisors's tech stack includes Google Tag Manager, jQuery, Telerik Sitefinity, Windows Server, Google Analytics.

Investment ManagementUnited States0-1 Employees

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 CD’s, 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 lion’s 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

Insights

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