Parkmount Financial Partners LLC
Firm details
- Headquarters
- Scituate, Massachusetts
- CRD number
- 323902
- Registered since
- January 13, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- Individuals53.52%
- HNWI46.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Parkmount Financial Partners LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm is owner-operated and serves individual and family clients, offering comprehensive financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting services. Its billing mixes percentage-of-AUM fees with hourly charges and commission-based arrangements. Parkmount does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities84%
- Public Funds/Mutual Funds11%
- Non-Exchange Traded Equities2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Joseph Boughan
Managing Member And Chief Compliance OfficerCRD 6780294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Scituate, MA
Plymouth
Location
Scituate, MA
Headquartered in Scituate, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 4 Brook St
- Time zone
- ET (UTC-5)
- Office locations
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