Michael Keith Parish

RIASEC Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$425K
Accounts
4
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Michael Parish

    Sole ProprietorCRD 1077608

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth