Overview
Assets Under Management: $184 million
High-Net-Worth Clients: 56
Average Client Assets: $2.6 million
Frequently Asked Questions
PARROTT WEALTH MANAGEMENT, 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 #277121), PARROTT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PARROTT WEALTH MANAGEMENT, LLC serves 56 high-net-worth clients according to their SEC filing dated April 02, 2024. View client details ↓
According to their SEC Form ADV, PARROTT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
PARROTT WEALTH MANAGEMENT, LLC manages $184 million in client assets according to their SEC filing dated April 02, 2024.
According to their SEC Form ADV, PARROTT WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.06%
Average Client Assets: $2.6 million
Total Client Accounts: 506
Discretionary Accounts: 506
Regulatory Filings
CRD Number: 277121
Filing ID: 1861725
Last Filing Date: 2024-04-02 11:50:00