Maribel M. Ortiz castro
Investment adviser representative at Parliament Capital Management, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Parliament Capital Management LLC.Aug 2017 to now
- Insightful Consulting LLCFeb 2015 to Aug 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PR).
Parliament Capital Management, LLC
$1.2BAssets managed
23Clients
9Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4831459
- Firm CRD
- 194513