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PARROTT WEALTH MANAGEMENT, LLC
PARROTT WEALTH MANAGEMENT, LLC
1 registered advisor
·
CRD# 277121
SEC# 801-121390
1
719-440-2662
01
Firm Overview
AUM
$184M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PARROTT WEALTH MANAGEMENT, LLC
1 registered advisor
William Robert Parrott
AUSTIN, Texas
CRD# 1941751
05
Office Locations
AUSTIN, Texas
1 advisor
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Data sourced from SEC Form ADV filings. PARROTT WEALTH MANAGEMENT, LLC (CRD# 277121) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.