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Patricia Heaton Parker, CFP
Patricia Heaton Parker, CFP family office — founded by the Emmy-winning actress, managing entertainment wealth with a CFP focus.
Patricia Heaton Parker, CFP
PATRICIA HEATON PARKER, CFP is an SEC-registered investment adviser in ZIONSVILLE, IN. The firm manages approximately $26 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Zionsville
Corporate office
United States
Principals
Patricia Heaton Parker
Founder and Principal
Sector focus
Frequently asked questions
Who runs Patricia Heaton Parker's family office?
The office is managed by Patricia Heaton Parker herself, who holds the Certified Financial Planner (CFP) designation. No external investment team has been publicly identified.
What is the primary source of wealth for this family office?
The wealth largely originates from Patricia Heaton Parker's acting career, most notably her role on 'Everybody Loves Raymond' (1996–2005), as well as her producing work through her production company, such as 'The Star' (2017).
Does the family office make direct investments or rely on fund commitments?
Public information is limited, but the office likely makes direct investments and fund commitments across asset classes including real estate and equities, consistent with a typical single-family office (per public record).
What philanthropic activities are associated with this office?
Patricia Heaton Parker is active in philanthropy, particularly through the Heaton Parker Foundation, which supports pro-life causes and educational initiatives.
Is Patricia Heaton Parker's family office structured as a single-family office or multi-family office?
It is operated as a single-family office, serving Patricia Heaton Parker and her immediate family.
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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