Fee-only adviser · Grosse Pointe Farms, MI
Park Investments and Consulting LLC
Park Investments and Consulting LLC is a fee-only investment adviser registered with the securities regulator of Michigan, with its main office in Grosse Pointe Farms, Michigan. On its latest Form ADV, filed October 27, 2026, it reports $26M in regulatory assets under management, 29 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Michigan |
|---|---|
| Firm CRD number | 330380 |
| Office | 18720 Mack Avenue Suite 210 Grosse Pointe Farms, MI 48236 |
| Phone | (313) 818-1102 |
| Website | www.park-investments.com |
| Regulatory assets under management | $26M |
| Individual clients | 14 non-high-net-worth, 15 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Grosse Pointe Farms
- DWP $208M
- Conway Asset Management, Inc. $35M
- Pointe Capital Management LLC $452M
See all 4 fee-only advisers in Grosse Pointe Farms →
Nearby
- Grosse Pointe Woods 1 firm
- St. Clair Shores 3 firms
- Grosse Pointe 1 firm
- Sterling Heights 1 firm
- Harrison Township 1 firm
- Clinton Township 1 firm
- Royal Oak 6 firms
- Clawson 1 firm
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