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Parkmount Financial Partners LLC

Parkmount Financial Partners LLC. CRD 323902

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CRD: 323902

Parkmount Financial Partners LLC

Scituate, MA, 02066
6173140399
www.parkmountfinancial.com
$40.3M Total AUM
$40.3M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Bank OF America · Charles Schwab & Company · Merrill Lynch
Clients
Retail
Platforms
ZenithWave unison +more
Established Date
01-13-2023
Office Locations
1

Office Locations

4 Brook Street Suite 19 Scituate MA

About Parkmount Financial Partners LLC

Parkmount Financial Partners is a Massachusetts-based, fee-only fiduciary advisor providing comprehensive financial planning and ongoing coaching, including retirement income planning, tax-efficiency strategies, investment guidance and portfolio monitoring, and insurance/risk management. Led by CFP professional Joseph Boughan, the firm serves Greater Boston, Cape Cod, and clients nationwide and is affiliated with XY Planning Network; featured in Yahoo Finance and Bloomberg.

Team overview

-- AVG AGE
$40.3M AVG AUM / ADVISOR
$775.4K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

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Asset Classes

Capital ember Vital glacier Radial meridian Beacon Value element Catalyst harbor Zenith bridge Insight

Client Personas

Bridge zenith Vector vector

Custodian

Vertex Matrix Frontier Momentum Fusion vertex Element Capital glacier

Fund Managers

Momentum Meridian

Investment Themes

Insight momentum North Eagle vector Wave summit Value frontier

Investment Vehicles

Frontier element Fusion radial

Services

Ridge Element Crest Element Fusion Catalyst crest Peak Beacon Zenith Meridian Element Matrix

Technology

Frontier Glacier Delta Pathway delta North harbor Oak ember Fusion Ridge optima

Owner & Executives

Joseph Francis Boughan IV

Joseph Francis Boughan IV

Chief Compliance Officer, Managing Member

CRD
#6780294
Ownership
75% or more
(351) 732-4787
element.horizon@vectorcapital.com
in linkedin.com/in/legacy-catalyst

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-07-2023
Category Assets AVG. Account size
Discretionary $40,320,608 $155,958
Non-Discretionary $0 $85,000
Total $40,320,608 $151,722

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Separately Managed Accounts

Total SMA Asset: $40,320,608

$40.3M Total SMA
Equity - Exchange:
34.8%
Public Funds:
19.1%
Cash:
23.4%
Equity - OTC:
22.7%
Asset class Assets Assets %
Equity - Exchange $179,882,943 34.8%
Public Funds $98,728,857 19.1%
Cash $120,955,772 23.4%
Equity - OTC $117,337,437 22.7%
Total $516,905,009 100.0%

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