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James Daniel Parker

MINDORO CAPITAL PARTNERS LLC·BOSTON, Massachusetts
Clean recordMINDORO CAPITAL PARTNERS LLC
177 HUNTINGTON AVENUE, BOSTON, MA 02115CRD# 5014603Firm CRD# 328488

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Daniel Parker · BOSTON, MA
Registration
CRD #5014603 · MINDORO CAPITAL PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Daniel Parker is a registered financial advisor based in BOSTON, Massachusetts, affiliated with MINDORO CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MINDORO CAPITAL PARTNERS LLC
MINDORO CAPITAL PARTNERS LLC
AUM
$100M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MINDORO CAPITAL PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5014603
Firm CRD# 328488
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Daniel Parker offer?
James Daniel Parker specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are James Daniel Parker's credentials?
James Daniel Parker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Daniel Parker located?
James Daniel Parker is based in BOSTON, Massachusetts, working with MINDORO CAPITAL PARTNERS LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does James Daniel Parker charge for services?
James Daniel Parker's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MINDORO CAPITAL PARTNERS LLC?
MINDORO CAPITAL PARTNERS LLC has approximately 7 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Dietrich Haase
BOSTON, MA

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Research
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