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Parimal H Patel

LIQUID STRATEGIES, LLC·ATLANTA, Georgia
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3550 LENOX ROAD NE, ATLANTA, GA 30326CRD# 4484885Firm CRD# 170107
01

About

Parimal H Patel is a registered financial advisor based in ATLANTA, Georgia, affiliated with LIQUID STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
LIQUID STRATEGIES, LLC
LIQUID STRATEGIES, LLC
AUM
$523M
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at LIQUID STRATEGIES, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4484885
Firm CRD# 170107
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Parimal H Patel offer?
Parimal H Patel specializes in Investment Management, Fee-Only Advisory. Contact their office in ATLANTA, Georgia for a consultation.
What are Parimal H Patel's credentials?
Parimal H Patel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Parimal H Patel located?
Parimal H Patel is based in ATLANTA, Georgia, working with LIQUID STRATEGIES, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does Parimal H Patel charge for services?
Parimal H Patel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIQUID STRATEGIES, LLC?
LIQUID STRATEGIES, LLC has approximately 15 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Georgia
ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)SAVANNAH (41)
City Guides
ALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH GuideSAVANNAH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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