MIKE PARKE INVESTMENT MANAGEMENT, LLC

RIASEC Registered
Total AUM
$88M
Discretionary
$88M
100% of AUM
Avg account
$716K
Accounts
123
Advisory reps
1

Firm details

Headquarters
DICKINSON, North Dakota
CRD number
113407
Custodians
KIRKWOOD BANK AND TRUST
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI60.89%
  • Individuals36.25%
  • Charitable Organizations2.86%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mike Parke Investment Management, LLC is a small, individual-owned advisory firm that concentrates on discretionary equity management for private clients and institutions. The firm prefers listed equities and exchange-traded instruments as its primary exposure, and it complements that core equity sleeve with external managers and third‑party funds when appropriate. Services include managed portfolios for individuals and small businesses, portfolio management for business and institutional clients, pension consulting-style work, and selection of other advisers — indicating the firm acts both as a direct manager and as a capital allocator to outside managers. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and also uses hourly and fixed-fee models for certain engagements. Mike Parke Investment Management is not positioned as an ESG-driven shop and operates only within its home state jurisdictions rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • MICHAEL PARKE

    OwnerCRD 2530652

Wealth teams

FINTRX

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

DICKINSON, ND

STARK

Location

DICKINSON, ND

Headquartered in DICKINSON, ND, in the Midwest of the United States.

Region
Midwest
County
STARK
Address
148 3rd Ave W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth