PARRISH CAPITAL ADVISORS LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 339342
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Parrish Capital Advisors LLC is organized as a limited liability company that provides advisory services focused on financial planning and portfolio management. Its stated offerings include planning for individuals, portfolio management for small businesses and individual clients, and management for pooled investment vehicles. The firm accepts fee arrangements based on a percentage of assets under management, hourly billing, and performance-based fees. Regulatory and operational details in the record are limited. The firm's SEC registration year is not listed, and it is described as "unclassified" in the snapshot. The profile indicates the adviser does not position itself as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is neither a pension consultant nor a related adviser.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Juan Solorzano
CRD 8180903
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 255 Alhambra Cir
- Time zone
- ET (UTC-5)
- Office locations
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