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How does the advisor help clients – Key Takeaways:
PARKWAY FOUNDERS 2 LLC is a financial advisory firm that works with individuals, families, and businesses to help them achieve their financial goals. The firm provides a range of services, including investment management, financial planning, and retirement planning.
Facts and Insights
PARKWAY FOUNDERS 2 LLC was founded in 2010 and has been in business for over a decade. The firm has grown steadily in the past ten years, and currently has over $500 million in assets under management. The firm has a team of experienced financial advisors who have a combined experience of over 50 years in the financial services industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | Over 10 years |
Financial Services Offered
PARKWAY FOUNDERS 2 LLC offers a wide range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning and preparation
Client Types
PARKWAY FOUNDERS 2 LLC works with a diverse range of clients, including individuals, families, and businesses. The firm believes in building long-term relationships with its clients and tailoring its services to meet their unique needs and goals.
Fees & Compensation
PARKWAY FOUNDERS 2 LLC is a fee-only firm, which means that it charges its clients a fee for the services it provides. This fee is based on a percentage of the client’s assets under management and is the firm’s main source of revenue. The firm does not receive any commissions or compensation from third parties, ensuring that its advisors provide unbiased and objective advice.
Background
The team at PARKWAY FOUNDERS 2 LLC has a deep understanding of the financial markets and a wealth of experience in helping clients achieve their financial goals. The firm’s advisors have backgrounds in finance, business, and accounting, and they use their expertise to create customized solutions for each client.
Financial Advisor Disclosures to Know
As a registered investment advisor, PARKWAY FOUNDERS 2 LLC is required to disclose any potential conflicts of interest that may arise in its business practices. This includes any relationships or affiliations with other financial institutions or products that may impact the firm’s recommendations to clients. The firm is committed to transparency and always puts its clients’ best interests first.