Park Investments and Consulting LLC
Firm details
- Headquarters
- Grosse Pointe Farms, Michigan
- CRD number
- 330380
- Website
- park-investments.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI88.7%
- Individuals11.3%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Park Investments and Consulting LLC is an independent, Michigan-registered limited liability company that provides fee-based portfolio management to individuals, families and small businesses. The firm is owned by an individual and bills clients on a percentage-of-assets-under-management basis as well as via hourly charges. Its advisory activity centers on discretionary portfolio management rather than pension consulting or multi-state advisory programs. The firm identifies itself as not pursuing ESG investing.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds54%
- Exchange Traded Equities36%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Grosse Pointe Farms, MI
Wayne
Location
Grosse Pointe Farms, MI
Headquartered in Grosse Pointe Farms, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 18720 Mack Ave
- Time zone
- ET (UTC-5)
- Office locations
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