P
$21.0M Total AUM
$21.0M Disc. AUM
-- 3Y CAGR
2 Employees
191 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2022
- Office Locations
- 1
Office Locations
-- ST Louis MO
About Parco Wealth Management LLC
Parco Wealth Management LLC is a ST Louis-based RIA. The firm has been operating for 4 years. Managing $21.0M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$10.5M AVG AUM / ADVISOR
$110.0K AVG AUM / CLIENT
3.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
D
Daniel Gary Hampel
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #7062972
- Ownership
- 50% but less than 75%
Available
Available
Available
J
John Bernard Mantia
Director, Managing Member
- CRD
- #5951976
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,015,477 | $110,029 |
| Non-Discretionary | $0 | -- |
| Total | $21,015,477 | $110,029 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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