Sign in Sign up for free

C.F. Parks & Co., Inc. (Salisbury)


C.F. Parks & Co., Inc. is an adviser based in Salisbury. It manages $42.95 million of regulatory assets for 541 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of North Carolina and South Carolina.

Logo

C.F. Parks & Co. provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

C.F. Parks & Co.: assets under management

The assets under management (AUM) of C.F. Parks & Co., Inc. is $42.95 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.95 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $79.39 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay C.F. Parks & Co., Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Salisbury

The principal office where C.F. Parks & Co., Inc. performs its advisory services is located at 1932 South Main Street, Salisbury, NC 28144 The mailing address of the firm is Post Office Box 1216, Salisbury, NC 28145. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-637-6011 or by fax 704-637-9673. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.cfparks.com.


Registered investment advisers similar to C.F. Parks & Co., Inc.