Overview
Assets Under Management: $665 million
High-Net-Worth Clients: 199
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.95
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 788
Discretionary Accounts: 788
Regulatory Filings
CRD Number: 112798
Last Filing Date: 2025-02-25 00:00:00
Website: https://parkerinvest.com