Overview
Assets Under Management: $438 million
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 79
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 79
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.53
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 821
Discretionary Accounts: 812
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 317521
Last Filing Date: 2025-02-21 00:00:00
Website: https://parkedgeadvisors.com