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 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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$239,345,489,058 | 6602 | 978 | |
$134,279,160,181 | 188739 | 766 | |
$81,139,239,094 | 82 | 81 | |
$65,938,129,807 | 135 | 60 | |
$64,880,528,684 | 154 | 305 |
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