This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2019
- Office Locations
- 1
Office Locations
About Parable Wealth Advisors
Parable Wealth Advisors is an RIA with offices in St. Augustine and Jacksonville, serving clients across the U.S. and internationally. The firm works with business owners and entrepreneurs, multi-generational families, retirees, and trusts/foundations, providing financial planning and portfolio management including estate and tax planning. Portfolios emphasize diversified allocation using ETFs, mutual funds, and fixed income; custody includes Charles Schwab and BNY Mellon.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
John Richard Ginn
Wealth Management Advisor
- CRD
- #6931340
- Ownership
- 25% but less than 50%
Thomas James Haggerty
--
- CRD
- #4230340
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
Jonathan P Hermes
--
- CRD
- #7804405
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,326,932 | $650,653 |
| Non-Discretionary | $0 | -- |
| Total | $176,326,932 | $650,653 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing