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PARKWORTH WEALTH MANAGEMENT, INC.
PARKWORTH WEALTH MANAGEMENT, INC.
LOS GATOS, California
·
1 registered advisor
·
CRD# 133908
SEC# 801-122340
2
408-436-9800
01
Firm Overview
AUM
$152M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PARKWORTH WEALTH MANAGEMENT, INC.
1 registered advisor
Bruce Richard Barton
LOS GATOS, California
CRD# 2175965
05
Office Locations
LOS GATOS, California
1 advisor
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Data sourced from SEC Form ADV filings. PARKWORTH WEALTH MANAGEMENT, INC. (CRD# 133908) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.