The PARKWOODS WEALTH PARTNERS is a privately held investment adviser that advises $1.79Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PARKWOODS WEALTH PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 336.88% over the last 1-years.
The Group has been registered with the SEC for 2.13 years and is comprised of 1 filing and 0 relying advisers. They operate out of 10 office locations with their Headquarters at 222 SOUTH CENTRAL AVENUE SUITE 500, CLAYTON, MISSOURI. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 46 employees comprised of 21 investment and 25 non-investment staff. The total number of Employees increased by 666.67% over the last 2-years.
Their $1.79Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 22 other accounts. Assets of High Net Worth Individuals clients own $1.44Bn or 80.73% of Total Assets and Individuals own $300.58mn or 16.84% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PARKWOODS WEALTH PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.