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PARIAX PRIVATE WEALTH MANAGEMENT

Tel: (949) 688-0881
620 Newport Center Drive
Suite 1100
Newport Beach, California  92660

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PARIAX PRIVATE WEALTH MANAGEMENT

PARIAX PRIVATE WEALTH MANAGEMENT is a Newport Beach, California based financial advisory firm with nearly $119,403,000 in assets under management and provides investment advisory services for 106 clients. There are currently 3 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 , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

301474

SEC#:

801-119694

No. of Clients:

106

Assets under Management

$119,403,000

No. of Advisors:

3

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