PP
PP

Parimal H Patel

20 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
22 clients
Average Client Portfolio
$43.2M average
Assets Under Management
$950.4M

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

3550 Lenox Road Ne, Suite 2550, Atlanta, GA, 30326

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Parimal is the Chief Compliance Officer at Liquid Strategies, LLC, an investment management firm, dedicating full-time hours. He is also the owner of APIA, LLC, a holding company for his spouse's wellness business, spending a few hours per week.

Employment History
Current Registrations
Liquid Strategies, LLC
July 2024 - Present · 1 yr 7 mos
Previous Registrations
Foreside Fund Services, LLCBroker
January 2025 - November 2025 · 10 mos
Voya Investment Management CO. LLC
January 2024 - March 2024 · 2 mos
Voya Investments Distributor, LLCBroker
January 2024 - March 2024 · 2 mos
Invesco Advisers, INC.
July 2010 - September 2023 · 13 yrs 2 mos
Invesco Distributors, INC.Broker
May 2010 - September 2023 · 13 yrs 4 mos
Nbc Securities, INC.Broker
August 2004 - May 2010 · 5 yrs 9 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.