Michael Keith Parish

RIASEC Registered
Total AUM
$1.7M
Discretionary
$1.7M
100% of AUM
Avg account
$425K
Accounts
4
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
114548
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Michael Keith Parish operates as a sole proprietorship and is registered as an institutional RIA that charges fees as a percentage of assets under management. The adviser reports an institutional client focus while also being registered to provide portfolio management services for individuals, small businesses, and larger business or institutional accounts. The firm is owned and operated by Michael Keith Parish as an individual proprietor; it is not structured as a multi-state adviser, a pension consultant, or a related adviser, and it does not position itself as a capital allocator. FINTRX flags an industry affiliation with a banking or thrift institution. The adviser is not identified as an active ESG investor. Advisory work centers on discretionary portfolio management across the client types noted above, which suggests a traditional money-management practice rather than a product-distribution model.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Michael Parish

    Sole ProprietorCRD 1077608

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth