How does the advisor help clients – Key Takeaways:
PARKWAY ADVISORS, L.P. is a leading financial advisory firm that prides itself on providing expert advice and solutions to its clients. With a team of experienced advisors and a wide range of financial services, PARKWAY ADVISORS, L.P. is dedicated to helping clients achieve their financial goals.
Facts and Insights:
Founded in 2005, PARKWAY ADVISORS, L.P. has over 15 years of experience in the financial industry. The firm has over $2 billion in assets under management, with a team of 20 advisors who bring a wealth of knowledge and expertise to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
| ———————- | —————— | —————- |
| $2 billion | 20 | 15 years |
Financial Services Offered:
PARKWAY ADVISORS, L.P. offers a wide range of financial services to its clients, including:
– Investment management
– Financial planning
– Retirement planning
– Estate planning
– Tax planning
– Insurance planning
– Risk management
Client Types:
PARKWAY ADVISORS, L.P. provides their services to a diverse range of clients, including:
– High net worth individuals
– Small business owners
– Corporate executives
– Retirees
– Families
– Non-profit organizations
Fees & Compensation:
PARKWAY ADVISORS, L.P. operates on a fee-only model, which means that they do not receive compensation from third-party companies for selling specific products. This ensures that their advice is unbiased and in the best interest of their clients. The fees charged are based on a percentage of the client’s assets under management.
Background:
Founded by a team of financial experts, PARKWAY ADVISORS, L.P. is committed to providing personalized and comprehensive financial solutions to their clients. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation and tailoring their services to meet their unique needs and goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, PARKWAY ADVISORS, L.P. is required to provide full disclosure of their services, fees, and any potential conflicts of interest. Clients can access this information through the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission (SEC) website.
Conclusion:
PARKWAY ADVISORS, L.P. is a trusted financial advisor that offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors, a strong track record, and a commitment to transparency, the firm is a top choice for those looking for expert financial guidance.