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PARKWORTH WEALTH MANAGEMENT, INC.

Tel: 408-436-9800
475 Alberto Way
Suite 210
Los Gatos, California  95032

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PARKWORTH WEALTH MANAGEMENT, INC.

PARKWORTH WEALTH MANAGEMENT, INC. is a Los Gatos, California based financial advisory firm with nearly $178,793,537 in assets under management and provides investment advisory services for 477 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

133908

SEC#:

801-122340

No. of Clients:

477

Assets under Management

$178,793,537

No. of Advisors:

4

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