PARRISH CAPITAL ADVISORS LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Juan Solorzano

    CRD 8180903

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth