|
⚲
|
| Parkway Advisors LP
✚
|
|
|---|---|
| CRD # | 112629 |
| SEC # | 801-60265 |
| CIK # | |
| AUM | $3.2 BB (2023-03-30) |
| Employees | 14 (57% Investors, 0% Brokers) |
| Phone | 325-795-2111 |
| Address | 6550 Directors Parkway Abilene, TX 79606-5854 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 40 | 3.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 3.2 |
| By Discretionary | ||
| Discretionary | 51 | 3.0 |
| Non-Discretionary | 2 | 0.2 |
| Total | 53 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 53 | 3.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Strategic Global Advisors LLC
✚
|
CA | 3.2 |
|
Alamo Advisors LP
✚
|
TX | 3.2 |
|
TFO-TDC LLC
✚
|
OH | 3.2 |
|
Key Investment Services LLC
✚
|
OH | 3.2 |
|
Destination Wealth Management
✚
|
CA | 3.2 |
|
Shepherd Financial Investment Advisory LLC
✚
|
IN | 3.2 |
|
Turtle Creek Management LLC
✚
|
TX | 3.2 |
|
van Berkom and Associates Inc
✚
|
3.2 | |
|
Venture Visionary Partners LLC
✚
|
OH | 3.2 |
|
Hays Financial Group LLC
✚
|
MN | 3.2 |