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Parrish & Company Private Wealth Management, LLC (Chevy Chase)


Parrish & Company Private Wealth Management, LLC is a large advisory firm based in Chevy Chase. It manages $128.37 million of regulatory assets for 513 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Maryland, New York, and Virginia.

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Parrish & Company Private Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and investment management consulting and monitoring. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Parrish & Company Private Wealth Management: assets under management

The assets under management (AUM) of Parrish & Company Private Wealth Management, LLC is $128.37 million. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $123.96 million in discretionary accounts and $4.41 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $246.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $440.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Parrish & Company Private Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chevy Chase

The principal office where Parrish & Company Private Wealth Management, LLC performs its advisory services is located at 5425 Wisconsin Avenue, Chevy Chase, MD 20815, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-656-8326 or by fax 301-656-1301. The normal business hours are 9 a.m. to 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.parrishpwm.com.


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