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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Vector
- Established Date
- 03-24-2009
- Office Locations
- 1
Office Locations
About Parkhurst Consulting CPA PC
Parkhurst Consulting is a dental-focused CPA firm in Cedar Park, Texas serving dentists and dental practice owners in Central Texas and nationwide. The team provides tax and accounting support plus business consulting to help practices run profitably and plan for long-term personal financial success, and is also registered for financial planning and investment management. Client relationships are led by owner Brandon Ryan Parkhurst and custody is reported through Charles Schwab.
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Owner & Executives
BRANDON RYAN PARKHURST
Chief Compliance Officer, Owner, President
- CRD
- #4886778
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,340,955 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,340,955 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,340,955
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $676,821,871 | 100.0% |
| Total | $676,821,871 | 100.0% |