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Building 2PARKMOUNT FINANCIAL PARTNERS LLC

Map pin
Phone978-846-0665
NotebookSEC #801-127185
Total AUM
$10.2M
Employees
1
Clients
23

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
978-846-0665
Other Offices
1

ReceiptFinancials

Total AUM
$10.2M
Accounts
67
Discretionary
$9.8M
Accounts
63
Non-Discretionary
$340K
Accounts
4

ContactClients

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Individual Clients
20
AUM
$7.9M
HNW Individual Clients
3
AUM
$2.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHRITX

HandshakeAffiliates

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

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