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Parkhurst Consulting CPA PC
Parkhurst Consulting CPA PC merges accounting, tax, and wealth management under one CPA-led RIA structure.
Parkhurst Consulting CPA PC
Parkhurst Consulting CPA PC operates as a registered investment advisor, providing tax preparation, accounting, and wealth management services to clients. The firm targets individuals and business owners with complex tax situations, offering integrated financial advice. Its model merges CPA compliance work with discretionary investment management. Strategy focuses on fee-based portfolio management using low-cost ETFs and mutual funds, alongside tax-loss harvesting and retirement planning. The firm serves clients primarily in New York and the northeastern United States. No public data confirms specific portfolio companies or co-investment activity. Team size and internal structure remain undisclosed. The firm has no known additional offices or philanthropic vehicles. Recent operational events are not publicly recorded. Parkhurst Consulting CPA PC distinguishes itself through its CPA-led advisory structure, combining tax efficiency and investment oversight in a single engagement. This hybrid model reduces coordination risk for clients who would otherwise manage separate accountants and wealth managers.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Parkhurst Consulting CPA PC?
The firm does not publicly disclose named principals or investment committee members. As a CPA-led RIA, investment decisions are likely managed by licensed advisors within the firm, but no specific individual names are available in public records.
Is Parkhurst Consulting CPA PC structured as a family office or a traditional RIA?
Parkhurst Consulting CPA PC operates as a registered investment advisor, not a family office. It provides tax, accounting, and investment management services to external clients, including high-net-worth individuals and businesses. Its structure is closer to a boutique CPA firm with an advisory arm.
Does Parkhurst Consulting CPA PC participate in fund commitments or only direct investments?
The firm likely invests client assets through low-cost ETFs and mutual funds rather than direct deals or private fund commitments. No public data indicates participation in venture capital, private equity, or hedge fund investments.
What investment stages does Parkhurst Consulting CPA PC typically target?
Given its RIA registration and focus on wealth management, the firm likely targets publicly traded securities across market-cap segments. It does not publicly disclose stage-specific strategies, such as growth equity or early-stage venture.
Which sectors does Parkhurst Consulting CPA PC explicitly avoid?
The firm does not publicly disclose sector avoidance policies. Its low-cost ETF approach suggests broad market exposure rather than concentrated sector bets.
How is Parkhurst Consulting CPA PC related to other advisory firms or entities?
No public information links Parkhurst Consulting CPA PC to parent companies or affiliated entities. The firm appears to operate independently as a standalone CPA and RIA practice.
Where does the underlying wealth come from for clients served by Parkhurst Consulting CPA PC?
The firm serves high-net-worth individuals and small business owners, but does not disclose specific wealth origins. Typical clients likely include professionals, business owners, and retirees with tax-efficient planning needs.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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