P
CRD: 323600
Parks Investment Management, LLC
Bristol, VA, 24201
2766089622
$12.3M Total AUM
$12.3M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2023
- Office Locations
- 1
Office Locations
230 Piedmont AVE Suite 201 Bristol VA
About Parks Investment Management, LLC
Parks Investment Management, LLC is a Bristol-based RIA. The firm has been operating for 3 years. Managing $12.3M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$12.3M AVG AUM / ADVISOR
$946.4K AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Foundation Matrix harbor
Investment Themes
Eagle unison Element
Investment Vehicles
Value focus Atlas
Services
Unison prime Capital capital Eagle Frontier catalyst Pioneer glacier
Owner & Executives
G
GEORGE KING PARKS
Chief Compliance Officer, FOUNDER
- CRD
- #4472816
- Ownership
- 75% or more
(402) 288-8541
vital.radial@harborcapital.com
in linkedin.com/in/fusion-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,303,451 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,303,451 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,303,451
Equity - Exchange:
17.6% Public Funds:
27.5% Cash:
54.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $907,553,288 | 17.6% |
| Public Funds | $1,418,052,012 | 27.5% |
| Cash | $2,830,947,471 | 54.9% |
| Total | $5,156,552,771 | 100.0% |