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PARIAX PRIVATE WEALTH MANAGEMENT
620 Newport Center Drive
Suite 1100
Newport Beach, California 92660
Tel: (949) 688-0881
About PARIAX PRIVATE WEALTH MANAGEMENT
PARIAX PRIVATE WEALTH MANAGEMENT, formally registered with the SEC as PARIAX PRIVATE WEALTH MANAGEMENT. The firm was established in 10/26/2020. They have over 1 offices throughout the country.
PARIAX PRIVATE WEALTH MANAGEMENT is a Newport Beach, California based Financial Planning firm with nearly $119,403,000 assets under management, offering retirement planning & investment advisory services to 106 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 301474 |
| SEC# | 801-119694 |
| Assets Managed by Firm | $119,403,000 |
| No. of Clients | 106 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 106 | $119,403,000 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $2,000,000 |
| High net worth individuals | 26 | $110,130,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,273,000 |
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