Parisi Gray Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Parisi Gray Wealth Management LLC
CRD #286388
SEC #801-108904
CIK #
AUM $391.7 MM (97% Disc, 100% US)
Employees5 (40% Investors, 40% Brokers)
Phone973-358-4921
Address350 Main Street
Bedminster, NJ 07921
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
3953162371587902011201420172020
Sector Holding Cap ($MM) Value ($MM)
VOO16.5
VTI13.1
IVV9.3
IJH7.0
QQQ5.3
IWM3.8
IEFA3.7
EEM3.4
MA250,210.02.8
JPM341,670.02.5
View All
Holdings by Sector ($)
0.20.20.10.10.00.02016201720182020
Comparable Firms State AUM ($BB)
Capital Resource Management Inc
IL 0.4
The Stratevest Group NA
VT 0.4
Bayshore Asset Management LLC
FL 0.4
Sherrill & Hutchins Financial Advisory Inc
GA 0.4
Investmark Advisory Group LLC
CT 0.4
AAL Trust Co FSB
WI 0.4
Keene & Associates Inc
TX 0.4
Marietta Investment Partners LLC
WI 0.4
Bay Harbour Management LC
FL 0.4
Capital Financial Advisors LLC
CA 0.4
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com