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The Parkridge Companies, LLC
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Overview Share
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Pikesville, Maryland
$8,575,000 AUM
1 office

The Parkridge Companies, LLC is based in Pikesville, Maryland and has $8,575,000 in assets under management.

Location
7 Church Lane
Suite 12
Pikesville, MD 21208
Contact
$8,575,000
AUM
3
Employees
AUM Share
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$8,575,000
Assets under management
7 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 4 $350,000 4% $87,500
High net worth individuals 2 $3,625,000 42% $1,812,500
Pooled investment vehicles 1 $4,600,000 54% $4,600,000
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$8,575,000
Assets under management
$2,858,333
AUM per employee
$2,858,333
AUM per investment analyst
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Compensation

The Parkridge Companies, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

The Parkridge Companies, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
Firm data Share
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CRD number 294,458
SEC number 801-113083
Legal structure Limited Liability Company
Legal governance Maryland, United States
Latest ADV filing date June 14, 2019

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