Parks Investment Management, LLC
Firm details
- Headquarters
- Bristol, Virginia
- CRD number
- 323600
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91%
- Individuals9%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Parks Investment Management, LLC is an independent, Virginia-registered investment adviser organized as an LLC and owned by an individual principal. The firm provides fee-based portfolio management primarily for individuals, families and small businesses. Its billing options include a percentage-of-assets fee plus the ability to charge hourly or fixed fees for discrete services. The practice does not position itself as an ESG-focused allocator and does not describe broader pension, related-adviser, or multi-state advisory roles.
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 Equities64%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bristol, VA
Bristol
Location
Bristol, VA
Headquartered in Bristol, VA, anchoring the Johnson City-Kingsport-Bristol, TN-VA metro in the South.
- Metro area
- Johnson City-Kingsport-Bristol, TN-VA
- Region
- South
- County
- Bristol
- Address
- 230 Piedmont Ave
- Time zone
- ET (UTC-5)
- Office locations
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