S.P. PARKIN & CO

RIASEC Registered

Total AUM

$108M

Discretionary

$108M

100% of AUM

Avg account

$515K

Accounts

209

Employees

Advisory reps

Firm details

Headquarters: CHESTERFIELD, Missouri
CRD number: 116161
Website: www.spparkinco.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI91.85%
Individuals6.02%
Corporations / Businesses2.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

S.P. Parkin & Co. operates as an independent registered investment adviser owned by an individual. The firm serves both individual and family clients as well as institutional accounts, and combines portfolio management with financial planning and insurance brokerage services. Advisory activities listed in filings include portfolio management for individuals, small businesses and institutions, along with the publication of periodicals or newsletters. Fee arrangements include a percentage-of-AUM model supplemented by hourly charges for certain services. The firm is not identified as an active ESG investor and is not registered as a multi-state adviser. S.P. Parkin & Co. was recognized by FA Magazine as a Top RIA Firm in 2020.