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How does the advisor help clients – Key Takeaways:
Parke Investment Management, Inc. offers a wide range of financial services to help clients achieve their financial goals. These services include portfolio management, retirement planning, estate planning, tax planning, and more. The firm prides itself on providing personalized and tailored financial advice to each of its clients.
Facts and Insights
Parke Investment Management, Inc. was founded in 2001 and has been in business for over 20 years. The firm is headquartered in New York City and has a team of experienced financial advisors who specialize in various areas of finance. As of 2021, the firm manages over $500 million in assets under management (AUM).
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | AUM |
|---|---|---|
| 2001 | 10 | $500 million |
Financial Services Offered
Parke Investment Management, Inc. provides a wide range of financial services to help clients reach their financial goals. These services include:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
The clients of Parke Investment Management, Inc. come from all walks of life and have varying financial needs and goals. The firm works with individuals, families, and small businesses to help them achieve financial success and security.
Fees & Compensation
Parke Investment Management, Inc. charges its clients a percentage of AUM as its fee. The firm operates on a fee-based compensation structure, meaning that advisors are not paid commissions for selling products. This helps ensure that the advice given is in the best interest of the client.
Background
The founder of Parke Investment Management, Inc., John Parke, has over 30 years of experience in the financial industry. He has a strong educational background, earning a Bachelor’s degree in Finance and an MBA from top universities. The firm prides itself on staying up-to-date with the latest trends and strategies in the financial world.
Financial Advisor Disclosures to Know
As a registered investment advisor, Parke Investment Management, Inc. must adhere to strict regulations and disclose any potential conflicts of interest to its clients. The firm places a high value on transparency and always acts in the best interest of its clients.