PARISI GRAY WEALTH MANAGEMENT, LLC

5 Cold Hill Road S
Suite 1
Mendham, New Jersey 07945
Tel: 973-358-4921

About PARISI GRAY WEALTH MANAGEMENT, LLC

PARISI GRAY WEALTH MANAGEMENT, LLC, formally registered with the SEC as PARISI GRAY WEALTH MANAGEMENT, LLC. The firm was established in 12/28/2016. They have over 1 offices throughout the country.

PARISI GRAY WEALTH MANAGEMENT, LLC is a Mendham, New Jersey based Financial Planning firm with nearly $689,911,655 assets under management, offering retirement planning & investment advisory services to 1045 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286388
SEC#	801-108904
Assets Managed by Firm	$689,911,655
No. of Clients	1045
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1045	$689,911,655
Individuals (other than high net worth individuals)	100	$38,004,520
High net worth individuals	104	$651,907,135

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