PARISH & COMPANY LLC

PARISH & COMPANY LLC of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 142713). Regulatory assets under management: $104.5M.

Registration

• CRD: 142713
• SEC file number: 801-67781
• Type: Registered investment adviser
• Location: 4800 MEADOWS ROAD, LAKE OSWEGO, OR, 97035
• Phone: 503-821-7232
• Latest filing: 2026-03-26
• Regulatory AUM: $104.5M
• Discretionary AUM: $104.5M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142713 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search