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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Parisi Gray Wealth Management LLC
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| CRD # | 286388 |
| SEC # | 801-108904 |
| CIK # | |
| AUM | $391.7 MM (97% Disc, 100% US) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 973-358-4921 |
| Address | 350 Main Street Bedminster, NJ 07921 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VOO | 16.5 | ||
| VTI | 13.1 | ||
| IVV | 9.3 | ||
| IJH | 7.0 | ||
| QQQ | 5.3 | ||
| IWM | 3.8 | ||
| IEFA | 3.7 | ||
| EEM | 3.4 | ||
| MA | 250,210.0 | 2.8 | |
| JPM | 341,670.0 | 2.5 | |
| View All | |||
| Holdings by Sector ($) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capital Resource Management Inc
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|
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
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|
WI | 0.4 |
|
Bay Harbour Management LC
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|
FL | 0.4 |
|
Capital Financial Advisors LLC
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|
CA | 0.4 |