Parisi Gray Wealth Management is an investment advisor in Bedminster with $569.33 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
844740426
SEC advisor number
801-108904
FINRA CRD number
286388
AUM ?
$574.69 mm
(as of 9 Feb 24)
Accounts
1,000
(as of 9 Feb 24)
Employees
6
(2 investment advisory or research)
Address
Parisi Gray Wealth Management
350 MAIN STREET
SUITE 1
BEDMINSTER
NJ 07921
350 MAIN STREET
SUITE 1
BEDMINSTER
NJ 07921
Phone
973-358-4921
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22