PARK INVESTMENTS AND CONSULTING LLC

Overview

Park Investments And Consulting LLC is a small, individual-owned advisory firm focused on portfolio management for individuals and small businesses. The firm runs primarily discretionary mandates and structures fees as a percentage of assets under management alongside hourly charges for project or advisory work. Its client mix centers on individuals and families rather than institutional or pension clients, and it does not position itself as an ESG-focused or multi-state adviser. Investment activity shows a reliance on pooled public vehicles for core exposure and the use of third-party alternative managers for nontraditional allocations. Given the scale of assets and the fee model, the firm appears to combine ongoing portfolio management with ad hoc consulting assignments for clients who need periodic planning or implementation work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices