$107.7M Total AUM
$107.7M Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-26-2002
- Office Locations
- 1
Office Locations
16052 Swingley Ridge RD Suite 105 Chesterfield MO
About S.p. Parkin & CO
S.p. Parkin & CO is a Chesterfield-based RIA. The firm has been operating for 24 years. Managing $107.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$107.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
24.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
S
STEPHEN PATRICK PARKIN
Chief Compliance Officer, Chief Financial Officer, Investment Advisor
- CRD
- #1108386
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,693,707 | -- |
| Non-Discretionary | $0 | -- |
| Total | $107,693,707 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing