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Midanek/Pak Advisors, LLC (Walnut Creek)


Midanek/Pak Advisors, LLC is a large advisory firm based in Walnut Creek. It manages $48.5 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

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Midanek/Pak Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Midanek/Pak Advisors: assets under management

The assets under management (AUM) of Midanek/Pak Advisors, LLC is $48.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1505% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $48.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $24.25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Midanek/Pak Advisors, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Walnut Creek

The principal office where Midanek/Pak Advisors, LLC performs its advisory services is located at 1981 N. Broadway, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-927-4600 or by fax 925-927-4606. The normal business hours are 7:00 a.m.-4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.midanekpak.com.


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