S.P. Parkin & Co
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$107,693,707
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
75
56% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
75
Average account size
$1,435,916
About
S.P. Parkin & Co provides discretionary portfolio management through model portfolios and individualized investment supervisory services, along with financial planning, consulting, and the publication of a quarterly newsletter. The firm serves individuals (including high-net-worth clients), corporations, churches and endowments, and reports managing approximately $108 million for about 75 clients.
The firm implements model and individual portfolios that use tactical asset allocation and sector rotation, and it may overweight cash as a defensive posture based on technical analysis. Investment decisions draw on a mix of technical, fundamental, quantitative and qualitative analysis and are executed on a discretionary basis.
Compared with many solo independent advisers, the firm publishes a periodic newsletter and maintains relationships with corporate and institutional or nonprofit clients, which it discloses as less common among peers. The adviser also operates as a licensed insurance agency and its representatives may sell insurance products to advisory clients, a relationship the brochure discloses as a potential conflict of interest.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Active portfolio management
General estate planning guidance
General retirement planning
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
$150 to $200 per hour for Financial Planning and Consulting Services
Account minimum: $250,000 Fee-only: Financial Planning and Consulting Services charged hourly at $150 to $200 per hour
Main office location
S.P. Parkin & Co
16052 Swingley Ridge Road, Suite 105
Chesterfield MO 63017, United States
Number of offices
1
Most active in
S.P. Parkin & Co has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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