Adviser Profile

As of Date 01/20/2020
Registration status Registration Changed to PARIAX, LLC
ADV Location NEWPORT BEACH, CA, United States
AUM* 96,470,000
of that, discretionary 91,970,000
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,162,289
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

92M 79M 66M 53M 39M 26M 13M
2019 2020
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary