P
$42.9M Total AUM
$42.6M Disc. AUM
-- 3Y CAGR
6 Employees
510 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Nationwide · PNC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-09-2018
- Office Locations
- 1
Office Locations
900 Croghan Street Fremont OH
About Parkmont Wealth Advisors LLC
Parkmont Wealth Advisors LLC is a Fremont-based RIA. The firm has been operating for 8 years. Managing $42.9M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Nationwide.
Team overview
-- AVG AGE
$8.6M AVG AUM / ADVISOR
$84.1K AVG AUM / CLIENT
4.9 yrs AVG TENURE
6 Employees
5 Advisory Reps
4 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
ELIOT REED PARKER
Chief Compliance Officer, Chief Investment Strategist, President
- CRD
- #6466770
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
Charles Robert Corthell
Investment Adviser Representative
- CRD
- #8215352
Available
Available
Available
A
Anthony Messina
Investment Adviser Representative
- CRD
- #7883249
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,557,746 | -- |
| Non-Discretionary | $340,375 | -- |
| Total | $42,898,121 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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