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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Fusion
- Established Date
- 06-18-2007
- Office Locations
- 1
Office Locations
About Parish & Company LLC
Parish & Company is an Oregon-registered RIA in the Portland area providing disciplined, research-driven, tax-efficient portfolio management for individuals, families, and institutions across the Northwest, including trusts, foundations, and retirement plans. The firm emphasizes long-term, quality investments, risk control, and ongoing client communication, and has been featured in outlets including Barron’s, Bloomberg, The New York Times, The Wall Street Journal, and The Guardian.
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Owner & Executives
BILL NEIL PARISH
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #2563718
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,549,017 | $767,284 |
| Non-Discretionary | $0 | $2,471,667 |
| Total | $104,549,017 | $884,828 |
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Separately Managed Accounts
Total SMA Asset: $104,549,017
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $665,584,947 | 16.0% |
| U.S. Government/Agency | $1,530,845,379 | 36.8% |
| Cash | $486,708,993 | 11.7% |
| Equity - Exchange | $1,476,766,601 | 35.5% |
| Total | $4,159,905,920 | 100.0% |