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 and is registered as an institutional RIA that charges fees as a percentage of assets under management. The adviser reports an institutional client focus while also being registered to provide portfolio management services for individuals, small businesses, and larger business or institutional accounts. The firm is owned and operated by Michael Keith Parish as an individual proprietor; it is not structured as a multi-state adviser, a pension consultant, or a related adviser, and it does not position itself as a capital allocator. FINTRX flags an industry affiliation with a banking or thrift institution. The adviser is not identified as an active ESG investor. Advisory work centers on discretionary portfolio management across the client types noted above, which suggests a traditional money-management practice rather than a product-distribution model.
Assets & Accounts
Investments & Alternatives
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