Parisi Capital
Firm details
- Headquarters
- ,
- CRD number
- 308436
- Website
- www.parisicapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals53.98%
- HNWI46.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Parisi Capital is an independent, individual-owned limited liability company that provides financial planning and portfolio management to individuals and small businesses. The firm operates on a percentage-of-assets fee model and identifies as a capital allocator, serving a client base composed primarily of individual and family relationships. Its advisory activity is focused on financial planning and discretionary portfolio management rather than institutional or pension consulting work. Parisi Capital is registered in New Jersey.
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 Funds20%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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