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Home > Retirement Planners > idaho > rexburg > CORDINGLEY & PARKINSON WEALTH MANAGEMENT
CORDINGLEY & PARKINSON WEALTH MANAGEMENT
234 E 1st N
Rexburg, Idaho 83440
Tel: 208-356-9022
About CORDINGLEY & PARKINSON WEALTH MANAGEMENT
CORDINGLEY & PARKINSON WEALTH MANAGEMENT, formally registered with the SEC as CORDINGLEY & PARKINSON WEALTH MANAGEMENT. The firm was established in 06/09/2023. They have over 1 offices throughout the country.
CORDINGLEY & PARKINSON WEALTH MANAGEMENT is a Rexburg, Idaho based Financial Planning firm with nearly $129,919,379 assets under management, offering retirement planning & investment advisory services to 381 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326719 |
| SEC# | 801-128135 |
| Assets Managed by Firm | $129,919,379 |
| No. of Clients | 381 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 381 | $129,919,379 |
| Individuals (other than high net worth individuals) | 141 | $31,834,936 |
| High net worth individuals | 84 | $65,020,278 |
| Pension and profit sharing plans | 13 | $26,302,461 |
| Corporations or other businesses | 12 | $6,187,161 |
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