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Home > Retirement Planners > colorado > englewood > PARSONEX ADVISORY SERVICES, INC.
PARSONEX ADVISORY SERVICES, INC.
8310 S. Valley Highway
Suite 110
Englewood, Colorado 80112
Tel: 303-662-8700
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 Status | Approved |
|---|---|
| Firm CRD# | 160275 |
| SEC# | 801-74543 |
| Assets Managed by Firm | $151,613,090 |
| No. of Clients | 487 |
| No. of Advisors | 5 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 487 | $151,613,090 |
| Individuals (other than high net worth individuals) | 443 | $66,155,434 |
| High net worth individuals | 44 | $85,457,656 |
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|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
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