Parke Investment Management, Inc.

RIASEC Registered
Total AUM
$31.4M
Discretionary
$31.4M
100% of AUM
Avg account
$378K
Accounts
83
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
117986
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI79.16%
  • Individuals20.84%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Parke Investment Management, Inc. is a small, independent registered investment adviser that runs a fee-based, percentage-of-AUM practice focused on individuals and families, including small-business owners. The firm provides financial planning and discretionary portfolio management, with an explicit preference for equities. Its filings show a concentrated approach: nearly all of its assets under management sit in exchange-traded, publicly listed securities rather than in private or illiquid holdings. The adviser is owner-operated and manages portfolios on a discretionary basis, using account-level implementations rather than acting as a capital allocator to third‑party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, US Government Bonds 1%, Cash & Cash Equivalents 1%98%
  • Exchange Traded Equities98%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Kyle Parke

    PresidentCRD 2330784

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth