How does the advisor help clients – Key Takeaways:
PARKWAY GLOBAL CAPITAL is a financial advisory firm that provides expert wealth management and investment services to clients across the globe. With a team of experienced advisors and a comprehensive range of financial services, PARKWAY GLOBAL CAPITAL helps clients achieve their financial goals and secure their financial future.
Facts and Insights
As of December 2021, PARKWAY GLOBAL CAPITAL manages over $2 billion in assets for its clients. The firm has a team of 50 skilled advisors who have an average of 15 years of experience in the financial industry.
The firm was founded in 2001 and has been in business for over 20 years, providing dependable and trustworthy financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | Over 20 years |
Financial Services Offered
PARKWAY GLOBAL CAPITAL offers a wide range of financial services to meet the diverse needs of its clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management strategies.
Client Types
PARKWAY GLOBAL CAPITAL caters to a diverse group of clients, including high-net-worth individuals, institutional investors, and businesses. The firm has a deep understanding of the unique financial needs and goals of each client and tailors its services accordingly.
Fees & Compensation
PARKWAY GLOBAL CAPITAL follows a fee-based compensation model that is transparent and easy to understand for clients. The firm charges a percentage of the assets under management as its fees, making its interests aligned with the success of its clients.
Background
PARKWAY GLOBAL CAPITAL is led by a team of experienced financial advisors who have a deep understanding of the market and extensive knowledge in wealth management and investment strategies. They are committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
PARKWAY GLOBAL CAPITAL maintains strict compliance with all industry regulations and has a clean record with regulatory bodies. The firm prioritizes transparency and honesty in all its dealings with clients and provides full disclosure of any potential conflicts of interest.