PARACCA FINANCIAL GROUP
Firm details
- Headquarters
- OSPREY, Florida
- CRD number
- 337399
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI57.1%
- Individuals42.9%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Paracca Financial Group is a small, owner-operated LLC that serves individual and family clients with portfolio management and advisory services. The firm operates as a registered representative of a broker-dealer and charges fees based on a percentage of assets under management. Its advisory focus is portfolio management for individuals and small businesses rather than institutional solutions. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1Donald Paracca
CEO and PresidentCRD 7812325
Contacts
1 of 1KEVIN HACKETT
Vice President, Senior AnalystCRD 6531214
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OSPREY, FL
SARASOTA
Location
OSPREY, FL
Headquartered in OSPREY, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- SARASOTA
- Address
- 428 S Tamiami Trl
- Time zone
- ET (UTC-5)
- Office locations
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