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PARSONEX ADVISORY SERVICES, INC.

8310 S. Valley Highway
Suite 110
Englewood, Colorado 80112
Tel: 303-662-8700

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About PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC, formally registered with the SEC as PARSONEX ADVISORY SERVICES, INC. The firm was established in 03/27/2012. They have over 4 offices throughout the country.

PARSONEX ADVISORY SERVICES, INC. is a Englewood, Colorado based Financial Planning firm with nearly $151,613,090 assets under management, offering retirement planning & investment advisory services to 487 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160275
SEC#801-74543
Assets Managed by Firm$151,613,090
No. of Clients487
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Subscription fees
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total487$151,613,090
Individuals (other than high net worth individuals)443$66,155,434
High net worth individuals44$85,457,656

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TRANSAMERICA ASSET MANAGEMENT, INC.
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EMPOWER CAPITAL MANAGEMENT, LLC
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