Parkway Advisors, L.P.

RIASEC Registered

Total AUM

$4.1B

Discretionary

$3.9B

93% of AUM

Avg account

$59M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Abilene, Texas
CRD number: 112629
Registered since: May 16, 2001
Website: www.parkwayadvisors.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., U.S. BANK, N.A., U.S. BANK, N.A., U.S. BANK, N.A.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Insurance Companies94.96%
Corporations / Businesses2.56%
Pension & Profit Sharing Plans1.96%
Investment Companies0.43%
HNWI0.09%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Parkway Advisors, L.P. is an institutional registered investment adviser that has been SEC-registered since 2001. The firm operates as a limited partnership and serves both individual & family clients and institutional clients. Its fee model combines percentage-of-AUM billing with fixed-fee arrangements. Advisory services include portfolio management for individuals/small businesses, investment companies, and businesses or institutions, along with pension consulting services. Parkway reports a preference for fixed-income investing and does not identify as an active ESG investor. The firm is affiliated with the insurance industry and is structured with domestic entity and individual ownership.