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PARKS CAPITAL
145 Sully'S Trail
Suite 5
Pittsford, New York 14534
Tel: 585-248-5700
About PARKS CAPITAL
PARKS CAPITAL, formally registered with the SEC as PARKS CAPITAL. The firm was established in 01/18/2006. They have over 1 offices throughout the country.
PARKS CAPITAL is a Pittsford, New York based Financial Planning firm with nearly $77,086,260 assets under management, offering retirement planning & investment advisory services to 324 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 138121 |
| SEC# | 801-65169 |
| Assets Managed by Firm | $77,086,260 |
| No. of Clients | 324 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 324 | $77,086,260 |
| Individuals (other than high net worth individuals) | 87 | $18,807,656 |
| High net worth individuals | 30 | $54,637,096 |
| Pension and profit sharing plans | 19 | $3,175,739 |
| Charitable organizations | Fewer than 5 clients | $257,589 |
| Corporations or other businesses | Fewer than 5 clients | $208,180 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $219,221,467,379 | 605 | 168 | |
| $24,631,658,238 | 40 | 143 | |
| $9,188,004,183 | 53044 | 418 | |
| $7,825,588,486 | 19 | 70 | |
| $1,879,594,055 | 1833 | 21 |
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