Parabla, LLC
Firm details
- Headquarters
- Oak Ridge, North Carolina
- CRD number
- 323978
- Registered since
- January 5, 2023
- Website
- www.parabla.io
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.45%
- Individuals27.27%
- Corporations / Businesses6.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Parabla, LLC is an independent registered investment adviser organized as a limited liability company and state-registered in North Carolina. The firm is owned by an individual and serves both individual and family clients as well as institutional relationships. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation comes through a combination of percentage-of-assets-under-management fees and fixed-fee arrangements. Parabla does not position itself as a capital allocator, does not pursue ESG investing as an active strategy, and operates from a single-state registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds15%
- US Government Bonds7%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Phillip Hanks
FounderCRD 6515594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oak Ridge, NC
Guilford
Location
Oak Ridge, NC
Headquartered in Oak Ridge, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- Guilford
- Address
- 8004 Linville Rd
- Time zone
- ET (UTC-5)
- Office locations
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