CRD: 330380
Park Investments AND Consulting LLC
$25.9M Total AUM
$25.9M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-13-2024
- Office Locations
- 1
Office Locations
17154 Kercheval Ave. Grosse Pointe MI
About Park Investments AND Consulting LLC
Park Investments & Consulting is a boutique RIA (est. 2024) led by President/CCO Paul J. Huebner (ex UBS/Morgan Stanley) serving individuals, families, and high-net-worth clients. The firm builds custom, transparent portfolios and provides investment consulting and education, emphasizing risk management, low costs, and straightforward, liquid, evidence-based investing. Custody primarily at Charles Schwab.
Team overview
44 AVG AGE
$25.9M AVG AUM / ADVISOR
$892.9K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
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Asset Classes
Crest Summit Unison prime Glacier harbor
Client Personas
Vital meridian
Custodian
Matrix Foundation vector Bridge crest Eagle pioneer
Investment Themes
Beacon Pathway Glacier
Investment Vehicles
Beacon momentum
Services
Vital oak Unison North harbor North vital
Owner & Executives
P
PAUL JOHN HUEBNER
Chief Compliance Officer, Managing Member
- CRD
- #4262776
- Ownership
- 75% or more
(718) 446-1575
pathway.horizon@optimacapital.com
in linkedin.com/in/unison-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,894,441 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,894,441 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,894,441
Public Funds:
24.3% Equity - Exchange:
10.1% Cash:
28.6% Equity - OTC:
10.2% U.S. Government/Agency:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,868,878,277 | 24.3% |
| Equity - Exchange | $776,776,568 | 10.1% |
| Cash | $2,199,585,133 | 28.6% |
| Equity - OTC | $784,467,425 | 10.2% |
| U.S. Government/Agency | $2,061,149,704 | 26.8% |
| Total | $7,690,857,107 | 100.0% |