Pariax Private Wealth Management

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Pariax Private Wealth Management — overview

Assets Under Management

Type

Wealth Manager

Location

Newport Beach, CA, US

Alternative Asset Classes

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About

Pariax Private Wealth Management is a US-based wealth manager firm and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. Its services include investment planning, retirement planning, estate planning, charitable planning, education planning, corporate and personal tax planning, cost segregation study, insurance analysis, and portfolio management. It gives investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, corporations, limited liability companies and other business types.

Pariax Private Wealth Management - known decision makers (1)

Contact NamePositionLocationEmailTelephoneAsset Class
Founder, Managing Director & Chief Compliance OfficerNewport Beach, USGEN

Showing 1 of 1 known decision makers Pariax Private Wealth Management

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