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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Zenith capitalWave eagle
- Established Date
- 01-24-2007
- Office Locations
- 1
Office Locations
About Park Place Wealth Advisors, INC
Park Place Wealth Advisors is a family-run financial consulting firm providing integrated wealth management and comprehensive planning for individuals and families, including estate, retirement, long-term care, education (529), and charitable planning, plus insurance and corporate qualified/non-qualified retirement plan rollovers. They emphasize goal-based advice and portfolio diversification, with securities offered through Osaic Wealth, Inc.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL J GANNETT
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5169808
- Ownership
- 50% but less than 75%
JEAN CREWS GANNETT
Wealth Advisor
- CRD
- #1809460
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ALEXANDER Daniel GANNETT
--
- CRD
- #8150363
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $87,106,252 | -- |
| Total | $87,106,252 | -- |
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Separately Managed Accounts
Total SMA Asset: $87,106,252
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,160,986,862 | 20.7% |
| Equity - Exchange | $1,531,156,586 | 27.3% |
| U.S. Government/Agency | $633,775,437 | 11.3% |
| Cash | $1,340,463,091 | 23.9% |
| Municipal Bonds | $942,250,206 | 16.8% |
| Total | $5,608,632,182 | 100.0% |