Overview
Assets Under Management: $187 million
High-Net-Worth Clients: 45
Average Client Assets: $4.1 million
Frequently Asked Questions
THE PARKRIDGE GROUP 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 #147900), THE PARKRIDGE GROUP is subject to fiduciary duty under federal law.
THE PARKRIDGE GROUP serves 45 high-net-worth clients according to their SEC filing dated April 27, 2023. View client details ↓
According to their SEC Form ADV, THE PARKRIDGE GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
THE PARKRIDGE GROUP manages $187 million in client assets according to their SEC filing dated April 27, 2023.
According to their SEC Form ADV, THE PARKRIDGE GROUP 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.50%
Average Client Assets: $4.1 million
Total Client Accounts: 90
Discretionary Accounts: 50
Non-Discretionary Accounts: 40
Regulatory Filings
CRD Number: 147900
Filing ID: 1757327
Last Filing Date: 2023-04-27 11:38:00