Parabolic Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 171206
- Website
- www.parabolicam.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI68.91%
- Individuals31.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
Parabolic Asset Management LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and also publishes periodicals or newsletters. Its fee arrangements include a percentage of assets under management and hourly billing. Parabolic does not identify as an active ESG investor, does not act as a capital allocator, and is not positioned as a multi-state advisory network.
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
Asset composition
- Public Funds/Mutual Funds81%
- Exchange Traded Equities17%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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