Overview
Assets Under Management: $690 million
Headquarters: MENDHAM, NJ
High-Net-Worth Clients: 104
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.49
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 1,045
Discretionary Accounts: 1,023
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 286388
Last Filing Date: 2025-01-21 00:00:00
Website: https://parisigray.com