Mike Parke Investment Management, LLC

RIASEC Registered
Total AUM
$88M
Discretionary
$88M
100% of AUM
Avg account
$716K
Accounts
123
Advisory reps
1

Firm details

Headquarters
Dickinson, North Dakota
CRD number
113407
Custodians
KIRKWOOD BANK AND TRUST
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI60.89%
  • Individuals36.25%
  • Charitable Organizations2.86%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mike Parke Investment Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm acts as a capital allocator and offers fee arrangements that include a percentage of AUM, hourly charges and fixed fees. Its client mix spans individuals and families as well as institutional and business clients. Stated advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Michael Parke

    Michael Parke

    OwnerCRD 2530652

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

Dickinson, ND

Stark

Location

Dickinson, ND

Headquartered in Dickinson, ND, in the Midwest of the United States.

Region
Midwest
County
Stark
Address
148 3rd Ave W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth