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| Parisi Gray Wealth Management LLC
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| |
|---|---|
| CRD # | 286388 |
| SEC # | 801-108904 |
| CIK # | 0001716659 |
| AUM | $574.7 MM (2024-02-09) |
| Employees | 6 (33% Investors, 17% Brokers) |
| Phone | 973-358-4921 |
| Address | 5 Cold Hill Road S Mendham, NJ 07945 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 15.5 | |
| AAPL | 2,382,844.0 | 11.3 | |
| MSFT | 1,918,222.4 | 10.9 | |
| MA | 309,583.1 | 6.5 | |
| GOOGL | 1,475,138.5 | 6.4 | |
| JPM | 340,169.2 | 5.3 | |
| LLY | 301,789.7 | 5.0 | |
| COST | 207,576.9 | 5.0 | |
| META | 434,852.0 | 4.5 | |
| HD | 277,648.0 | 4.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 32.8 |
| (b) Individuals (high net worth individuals) | 99 | 541.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,000 | 574.7 |
| By Discretionary | ||
| Discretionary | 969 | 563.4 |
| Non-Discretionary | 31 | 11.3 |
| Total | 1,000 | 574.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 574.7 | |
| Total | 1,000 | 574.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001716659] |
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|---|---|---|
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CO | 0.6 |
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Global Financial Group Advisors LLC
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0.6 | |
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TX | 0.6 |
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Waypoint Wealth Counsel LLC
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IAM Advisory LLC
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PA | 0.6 |
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Vantage Financial Partners Limited
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IL | 0.6 |
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Market Street Wealth Management Advisors LLC
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IN | 0.6 |
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Providence Wealth Advisors LLC
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IL | 0.6 |