Steven
Park
Fell Capital Management
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About this Advisor
Steven Park is a chartered financial analyst operating out of Newport Beach, California who has 8 years of relevant experience. Park is currently employed by Fell Capital Management. They have spent the entirety of their time as a financial advisor at Fell Capital Management. Park holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in California. Fell Capital Management is a registered investment company operating out of Newport Beach, CA. It manages $142 million in total assets between its 227 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 227 customer accounts, 25% are associated with high-net-worth investors who have greater than $1 million in investable assets. Fell Capital Management offers portfolio management for individuals and small businesses. Financial management fees largely are based on which services are provided. However, fee types billed by Fell Capital Management most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fell Capital Management Brokerage Details
$141,500,000
2
227
$623,348
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Steven Park Work History
Steven has been registered as a financial advisor for 8 years.*
Fell Capital Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Park to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fell Capital Management
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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