Ralph Parks Investment Group LLC

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Assets, Funds, Holdings

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Ralph Parks Investment Group LLC
CRD #138121
SEC #801-65169
CIK #
AUM $82.9 M (2025-05-14)
Employees 3 (67% Investors, 0% Brokers)
Phone585-248-5700
Address145 Sullys Trail
Pittsford, NY 14534
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($M)
907254361802004201120182026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 111 22.0
(b) Individuals (high net worth individuals) 29 58.8
(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 1 1.3
(h) Charitable organizations 0 0.5
(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 0.3
(n) Other 0 0.0
Total 315 82.9
By Discretionary
Discretionary 302 81.6
Non-Discretionary 13 1.3
Total 315 82.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 82.9
Total 315 82.9
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