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| Happy Holidays!! thanks for using AUM13F!! |
| Parkway Advisors LP
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| CRD # | 112629 |
| SEC # | 801-60265 |
| CIK # | |
| AUM | $3.5 B (2025-03-26) |
| Employees | 17 (65% Investors, 0% Brokers) |
| Phone | 325-795-2111 |
| Address | 6550 Directors Parkway Abilene, TX 79606-5854 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 45 | 3.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 59 | 3.5 |
| By Discretionary | ||
| Discretionary | 56 | 3.3 |
| Non-Discretionary | 3 | 0.2 |
| Total | 59 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 59 | 3.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quotient Wealth Partners LLC
✚
|
TX | 3.5 |
|
Highland Capital Management LLC
✚
|
TN | 3.5 |
|
Krilogy Financial LLC
✚
|
MO | 3.5 |
|
Dearborn Partners LLC
✚
|
IL | 3.5 |
|
Clinton Investment Management LLC
✚
|
CT | 3.5 |
|
Provenance Wealth Advisors LLC
✚
|
FL | 3.5 |
|
Western International Securities Inc
✚
|
CA | 3.5 |
|
Lindbrook Capital LLC
✚
|
CA | 3.5 |
|
Atalanta Sosnoff Management LLC
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|
NY | 3.5 |
|
CFM Advisors Inc
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|
NY | 3.5 |