8310 S. Valley Highway
Suite 110
Englewood, Colorado 80112
Tel: 303-662-8700
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 5 offices throughout the country.
PARSONEX ADVISORY SERVICES, INC. is a Englewood, Colorado based Financial Planning firm with nearly $106,099,329 assets under management, offering retirement planning & investment advisory services to 438 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 160275 |
SEC# | 801-74543 |
Assets Managed by Firm | $106,099,329 |
No. of Clients | 438 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 438 | $106,099,329 |
Individuals (other than high net worth individuals) | 311 | $61,744,706 |
High net worth individuals | 22 | $44,354,623 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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