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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#160275
SEC#801-74543
Assets Managed by Firm$106,099,329
No. of Clients438
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Subscription Fees
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total438$106,099,329
Individuals (other than high net worth individuals)311$61,744,706
High net worth individuals22$44,354,623

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TRANSAMERICA ASSET MANAGEMENT, INC.
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EMPOWER CAPITAL MANAGEMENT, LLC
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