Whitehall-parker Securities, Inc.
Whitehall-parker Securities, Inc. (CRD# 10608) is a financial advisory firm headquartered in San Rafael, CA. They manage $20,000,000 in 25 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Whitehall-parker Securities, Inc.
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts25ACCOUNTS
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Average Account Value$800,000
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Whitehall-parker Securities, Inc.
No Advisor Found.
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