Overview
Assets Under Management: $119 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 26
Average Client Assets: $4 million
Frequently Asked Questions
PARIAX, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #301474), PARIAX, LLC is subject to fiduciary duty under federal law.
PARIAX, LLC is headquartered in NEWPORT BEACH, CA.
PARIAX, LLC serves 26 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, PARIAX, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PARIAX, LLC manages $119 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, PARIAX, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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