Parke Investment Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 117986
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.16%
- Individuals20.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Parke Investment Management, Inc. is a small, independent registered investment adviser that runs a fee-based, percentage-of-AUM practice focused on individuals and families, including small-business owners. The firm provides financial planning and discretionary portfolio management, with an explicit preference for equities. Its filings show a concentrated approach: nearly all of its assets under management sit in exchange-traded, publicly listed securities rather than in private or illiquid holdings. The adviser is owner-operated and manages portfolios on a discretionary basis, using account-level implementations rather than acting as a capital allocator to third‑party alternative managers.
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 Equities98%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1Kyle Parke
PresidentCRD 2330784
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Cfig Investment Advisory Services, LLC
RIAWestport, CT
SNC Wealth Management LLC
RIAWM Advisors USA LLC
RIALangley Wealth Management
RIAAthens, GA