Park Wealth Management, LLC
Firm details
- Headquarters
- Greensboro, North Carolina
- CRD number
- 170188
- Website
- www.parkwealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.42%
- Individuals35.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Park Wealth Management, LLC is an independent registered investment adviser structured as an LLC and organized to serve individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Park Wealth Management does not identify as a capital allocator, is not positioned as a multi-state or newly formed adviser, and does not describe itself as an ESG-focused or pension consulting specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities72%
- Non-Investment Grade Corp Bonds15%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents2%
Contacts
1 of 1
William Davidson
FounderCRD 5677089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Greensboro, NC
Guilford
Location
Greensboro, NC
Headquartered in Greensboro, 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
- 200 E Bessemer Ave
- Time zone
- ET (UTC-5)
- Office locations
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