Parisi Gray Wealth Management, LLC Company Profile, Contacts & Intelligence

Financial Services5 Cold Hill Rd S5 employeesFounded 2016
Employees
5
Company source estimate

Parisi Gray Wealth Management, LLC Overview

Parisi Gray Private Wealth Management is a Registered Investment Advisory firm with expertise in investment management, financial planning, and comprehensive wealth management services for high net worth and ultra high net worth families. We focus on a small number of clients to ensure maximum focus and attention. We manage the investments and overall financial affairs of clients that range in size from $1mm to over $100mm in investable assets. We have chosen as our custodian of choice Pershing Advisor Solutions, a Bank of New York Mellon Company. Pershing's parent company, BNY Mellon, is the largest and one of the safest custodian banks in the world. It safeguards over $45 trillion in custodial assets on behalf of firms like ours. Our clients safekeep their assets with the same custodian that works with the largest financial institutions, universities, foundations, corporations and governments around the world.

Headquarters
5 Cold Hill Rd S
Industry
Financial Services
Founded
2016
NAICS
Finance and Insurance, Monetary Authorities-Central Bank

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