Overview
Assets Under Management: $119 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 26
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.23
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 106
Discretionary Accounts: 106
Regulatory Filings
CRD Number: 301474
Last Filing Date: 2025-02-26 00:00:00
Website: https://pariax.com