|
⚲
|
| Keyboard |
| Ralph Parks Investment Group LLC
✚
|
|
|---|---|
| CRD # | 138121 |
| SEC # | 801-65169 |
| CIK # | |
| AUM | 82.9 M (2025-09-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 585-248-5700 |
| Address | 145 Sullys Trail Pittsford, NY 14534 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
API Financial Advisors LLC
✚
|
FL | 84.7 M |
|
Derastone LLC
✚
|
84.3 M | |
|
Complete Advisors Plus LLC
✚
|
NY | 84.2 M |
|
Western New York Financial Group LLC
✚
|
NY | 84.1 M |
|
Seven Hills Capital Corp
✚
|
83.8 M | |
|
VITA Planning Group LLC
✚
|
WA | 83.7 M |
|
Double Duty Money Management LLC
✚
|
NY | 83.7 M |
|
Nollenberger McCullough Investment Advisors LLC
✚
|
CA | 81.8 M |
|
L&L Partners Wealth Management LLC
✚
|
NY | 81.8 M |
|
Hunter Michael Investment Advisors Inc
✚
|
VA | 81.2 M |