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PARKWOODS WEALTH PARTNERS, LLC
PARKWOODS WEALTH PARTNERS, LLC
SYRACUSE, New York
·
1 registered advisor
·
CRD# 331565
SEC# 801-130478
0
315-757-1100
01
Firm Overview
AUM
$403M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PARKWOODS WEALTH PARTNERS, LLC
1 registered advisor
Edward Matthew Edwin
SYRACUSE, New York
CRD# 5671799
05
Office Locations
SYRACUSE, New York
1 advisor
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Data sourced from SEC Form ADV filings. PARKWOODS WEALTH PARTNERS, LLC (CRD# 331565) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.