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Parke Investment Management, Inc.

Parke Investment Management, Inc.. CRD 117986

Parke Investment Management, Inc. logo

CRD: 117986

Parke Investment Management, Inc.

$31.4M Total AUM
$31.4M Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
32 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
12-09-1993
Office Locations
1

Office Locations

-- St. Louis MO

About Parke Investment Management, Inc.

Parke Avenue Investments is an independent St. Louis-based wealth management firm serving individual investors. The practice builds portfolios with an emphasis on portfolio construction and risk management, and supports clients with retirement and estate strategies. Reported SMA allocations are primarily ETF-based, with custody through Charles Schwab.

Team overview

-- AVG AGE
$31.4M AVG AUM / ADVISOR
$592.1K AVG AUM / CLIENT
28.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age

Insights

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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

K

KYLE HARRIMAN PARKE

Financial Advisor, President

CRD
#2330784
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $31,382,490 --
Non-Discretionary $0 --
Total $31,382,490 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
U.S. Government/Agency Available Available
Total Available Available

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