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PARKMOUNT FINANCIAL PARTNERS LLC
CRD 323902 · SEC 801-127185
4 BROOK STREET, SUITE 19, SCITUATE, MA, 02066, United States
Phone
617-314-0399
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$40.3M
Discretionary AUM
$40.3M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Commissions
Org form
Limited Liability Company
Filing date
2026-06-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $21.6M |
| High net worth individuals | 15 | $18.7M |
All web addresses on file
- https://www.tiktok.com/@joetalksfinance
- https://www.youtube.com/@joetalksfinance
- HTTPS://WWW.PARKMOUNTFINANCIAL.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/PARKMOUNT-FINANCIAL-PARTNER
- https://www.facebook.com/people/Parkmount-Financial-Partners-LLC/61550754290176/
- https://x.com/JoeBoughan_PFP
- https://www.instagram.com/joetalksfinance/
- https://www.youtube.com/@joesretirementroadmap
Official SEC filing: View on IAPD