Park 10 Financial LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 226717
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Park 10 Financial LLC is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. Park 10 identifies as an active ESG investor, and it does not operate as a capital allocator, pension consultant, or related adviser. The adviser is not multi-state and is not newly formed.
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
- Cash & Cash Equivalents42%
- Public Funds/Mutual Funds41%
- Exchange Traded Equities17%
Owners & executives
1 of 1
Robert Fielder
President And CEOCRD 1738375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1400 Broadfield Blvd
- Time zone
- CT (UTC-6)
- Office locations
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