Michael Keith Parish
Firm details
- Headquarters
- ,
- CRD number
- 114548
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Michael Keith Parish operates as a sole proprietorship providing advisory services on a fee basis tied to assets under management. The firm is classified as unclassified and lists a client base of institutional entities while also offering portfolio management for individuals and small businesses. Advisory scope centers on discretionary portfolio management for both individual/business clients and institutional clients, and the firm is not identified as an active ESG investor or a multi-state adviser. Investment activity is modest in scale and concentrated: the firm relies on third-party managers for alternative exposures, with a clear allocation to real estate strategies. Michael Keith Parish is affiliated with a banking or thrift institution, and the practice appears structured to deliver bespoke, AUM‑based management to a very small roster of clients.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Michael Parish
Sole ProprietorCRD 1077608
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations