CRD: 284770
Parish Investment Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-30-2016
- Office Locations
- 1
Office Locations
About Parish Investment Advisors LLC
Parish Investment Advisors is a fee-based RIA in Lafayette, Louisiana providing investment management and comprehensive financial planning, emphasizing transparent, flexible advice and portfolio construction. The firm works with individuals and business owners/entrepreneurs, including retirement and business-succession/exit planning. Portfolios are ETF-centric and custodied at Schwab.
Team overview
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Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
COLLIN RENE DAUTERIVE
Chief Executive Officer, Financial Advisor
- CRD
- #6132231
- Ownership
- 50% but less than 75%
Lana Roark Dauterive
Chief Compliance Officer, Financial Advisor
- CRD
- #5968578
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $88,936,852 | -- |
| Non-Discretionary | $0 | -- |
| Total | $88,936,852 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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