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Parkway Advisors LP
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CRD # | 112629 |
SEC # | 801-60265 |
CIK # | |
AUM | $3.4 BB (2024-03-26) |
Employees | 15 (60% Investors, 0% Brokers) |
Phone | 325-795-2111 |
Address | 6550 Directors Parkway Abilene, TX 79606-5854 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($BB) |
---|
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 1 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 3 | 0.1 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 42 | 3.2 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 7 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 55 | 3.4 |
By Discretionary | ||
Discretionary | 52 | 3.2 |
Non-Discretionary | 3 | 0.2 |
Total | 55 | 3.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 3.4 | |
Total | 55 | 3.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Argent Capital Management LLC
✚
|
MO | 3.4 |
Bragg Financial Advisors Inc
✚
|
NC | 3.4 |
Southstate Advisory Inc
✚
|
SC | 3.4 |
Highland Capital Management LLC
✚
|
TN | 3.4 |
Nations Financial Group Inc
✚
|
IA | 3.4 |
JFS Wealth Advisors LLC
✚
|
PA | 3.4 |
Essex Financial Services Inc
✚
|
CT | 3.4 |
Advisor Partners II LLC
✚
|
CA | 3.4 |
Texas Capital Bank Wealth Management Services Inc
✚
|
TX | 3.4 |
Cambiar Investors LLC
✚
|
CO | 3.4 |