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PARISH & COMPANY LLC
CRD 142713 · SEC 801-67781
4800 MEADOWS ROAD, SUITE 300, LAKE OSWEGO, OR, 97035, United States
Phone
503-821-7232
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$104.5M
Discretionary AUM
$104.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $7.7M |
| High net worth individuals | 34 | $96.8M |
All web addresses on file
Official SEC filing: View on IAPD