Parkman Shaw & Co., Inc. (Brookline)

Parkman Shaw & Co., Inc. is a large advisory firm based in Brookline. It manages $25.71 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Parkman Shaw & Co. provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Parkman Shaw & Co.: assets under management

The assets under management (AUM) of Parkman Shaw & Co., Inc. is $25.71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $676.54 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Parkman Shaw & Co., Inc. for their services and products based on a percentage of assets under management. 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.

Careers at Parkman Shaw & Co., Inc.

Samuel Parkman Shaw has been acting as President since 1 Jan 1983. Peder Christian Johnson joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Samuel Parkman Shaw	President	1 Jan 1983	75% - 100%	4433893
Peder Christian Johnson	Vice president	1 Dec 2006	Other	5276270

Based in Brookline

The principal office where Parkman Shaw & Co., Inc. performs its advisory services is located at 19 Colchester Street, Brookline, MA 02446, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.