Parkmount Financial Partners LLC

RIAState Registered

Total AUM

$40.3M

Discretionary

$40.3M

100% of AUM

Avg account

$257K

Accounts

157

Employees

Advisory reps

Firm details

Headquarters: Scituate, Massachusetts
CRD number: 323902
Registered since: January 13, 2023
Website: www.parkmountfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Commissions
Client types: Individuals53.52%
HNWI46.48%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Parkmount Financial Partners LLC is an independent, individual-owned registered investment adviser that serves individuals and families. The firm is state-registered in Massachusetts and Rhode Island and operates under a mix of fee arrangements (percentage of AUM), hourly billing, and commission-based fees. Its service set centers on financial planning and portfolio management for individuals, small businesses, and other business or institutional clients, and it also lists pension consulting among its advisory offerings. Parkmount does not act as a capital allocator or run proprietary investment funds; it deploys third-party managers and investment products on behalf of clients.