Disclosure/Privacy Policy
Disclosure
Parkhurst Financial Management, LLC is registered with the State of Texas as a Registered Investment Advisory firm. We do not render or offer to render personalized investment advice or financial planning advice through this website. This website is limited to providing you with general information on our services and provides a way for you to contact us. Advice can only be rendered after all of the following conditions are met.
- Delivery of our form ADV Part II to you
- Execution of an Investment Advisory and/or Financial Planning
Engagement Letter.
Other Disclosure
The information in this web site is based on data gathered from sources which we believe to be reliable. It is not guaranteed as to accuracy, does not purport to be complete and is not intended as the primary basis for investment decisions. Additionally, it should not be construed as advice meeting the particular investment needs of any investor.
Privacy Policy
Parkhurst Financial Management, LLC (PFM) collects nonpublic personal information about you from (i) information you provide to us in applications, questionnaires, or other forms, (ii) broker-dealers, custodians, and money managers selected by you, provided that you have authorized such persons to provide us with information about you (as described herein), (iii) any outside service provider designated by us, with your consent, to assist us in servicing your account with us, and (iv) our affiliates with whom you may engage in transactions. Such nonpublic personal information may include, without limitation, information relating to your investment goals and objectives, financial circumstances, investment experience, investment restrictions and limitations and risk tolerance. PFM does not disclose any nonpublic personal information about our customers (including you) or former customers to anyone, including, without limitation, nonaffiliated third parties, except as permitted by law. PFM restricts access to nonpublic personal information about you to your PFM advisor, designated outside service providers, such money managers, broker-dealers, custodians and other persons as you may specifically authorize, and other PFM employees who need to know such information to provide products and services to you. PFM maintains physical, electronic, and procedural safeguards to guard your nonpublic personal information.