Parish & Company LLC
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 142713
- Custodians
- DISCOUNT BROKERAGE
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.62%
- Individuals7.38%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Parish & Company LLC is an independent registered investment adviser organized as a limited liability company that focuses on portfolio management for individuals and small businesses. The firm serves individual and family clients and charges fees based on a percentage of assets under management. It operates as a single-owner RIA and does not present itself as a capital allocator or a multi-state adviser. Parish & Company is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Non-Exchange Traded Equities46%
- US Government Bonds41%
- Cash & Cash Equivalents9%
- Exchange Traded Equities4%
Owners & executives
1 of 1
Bill Parish
President and CEOCRD 2563718
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lake Oswego, OR
Clackamas
Location
Lake Oswego, OR
Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 4800 Meadows Rd
- Time zone
- PT (UTC-8)
- Office locations
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