Parkworth Wealth Management, Inc. is an adviser based in San Jose. It manages $39.81 million of regulatory assets for 166 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Texas.
Parkworth Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Parkworth Wealth Management, Inc. is $39.81 million. The firm's AUM has gone down by -29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Parkworth Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Parkworth Wealth Management, Inc. performs its advisory services is located at 1737 N. First Street, San Jose, CA 95112 4505, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 408-436-9800 or by fax 408-436-9804. The normal business hours are 8:30 am to 6:30 pm on Monday - Friday.