|
⚲
|
| Parkmount Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 323902 |
| SEC # | 801-127185 |
| CIK # | |
| AUM | $10.2 MM (2023-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 978-846-0665 |
| Address | 560 Country Way Scituate, MA 02066 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sports & Entertainment Investment Advisers LLC
✚
|
NY | 0.0 |
|
Peace of MIND Planning LLC
✚
|
WA | 0.0 |
|
Portfolio Thinktank
✚
|
CO | 0.0 |
|
Bridges Capital LLC
✚
|
FL | 0.0 |
|
Iliad Wealth Solutions LLC
✚
|
AZ | 0.0 |
|
Principled Advisors Inc
✚
|
FL | 0.0 |
|
Rise Vest Investments LLC
✚
|
SC | 0.0 |
|
Ententvest Inc
✚
|
CA | 0.0 |
|
Karner Blue Capital LLC
✚
|
MD | 0.0 |
|
Equity Logic LLC
✚
|
0.0 |