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Building 2PARROTT WEALTH MANAGEMENT, LLC

Map pin
Phone719-440-2662
NotebookSEC #801-121390
Total AUM
$184.5M
Employees
3
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - MARKET HOURS
Monday - Friday
Phone
719-440-2662
Other Offices
1

ReceiptFinancials

Total AUM
$184.5M
Accounts
506
Discretionary
$184.5M
Accounts
506
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$40.5M
HNW Individual Clients
56
AUM
$144M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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