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Parisi Gray Wealth Management, LLC
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Bedminster, New Jersey
$454.3 million AUM
1 office

Parisi Gray Wealth Management, LLC is based in Bedminster, New Jersey and has $454.3 million in assets under management.

Location
350 Main Street
Suite 1
Bedminster, NJ 07921
$454.3 million
AUM
5
Employees
AUM Share
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$454,332,191
Assets under management
791 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 82 $29,682,699 7% $361,984
High net worth individuals 92 $424,649,492 93% $4,615,755
Employees Share
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5
Employees
2
Investment analysts
40% of total employees
AUM per employee Share
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$454,332,191
Assets under management
$90,866,438
AUM per employee
$227,166,096
AUM per investment analyst
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Compensation

Parisi Gray Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Parisi Gray Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 286,388
SEC number 801-108904
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date February 26, 2020

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