CORDINGLEY & PARKINSON WEALTH MANAGEMENT

234 E 1st N
Rexburg, Idaho 83440
Tel: 208-356-9022

About CORDINGLEY & PARKINSON WEALTH MANAGEMENT

CORDINGLEY & PARKINSON WEALTH MANAGEMENT, formally registered with the SEC as CORDINGLEY & PARKINSON WEALTH MANAGEMENT. The firm was established in 06/09/2023. They have over 1 offices throughout the country.

CORDINGLEY & PARKINSON WEALTH MANAGEMENT is a Rexburg, Idaho based Financial Planning firm with nearly $129,919,379 assets under management, offering retirement planning & investment advisory services to 381 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326719
SEC#	801-128135
Assets Managed by Firm	$129,919,379
No. of Clients	381
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	381	$129,919,379
Individuals (other than high net worth individuals)	141	$31,834,936
High net worth individuals	84	$65,020,278
Pension and profit sharing plans	13	$26,302,461
Corporations or other businesses	12	$6,187,161

More Retirement Planning firms in Rexburg, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

Explore More Retirement Advisors in Rexburg, Idaho

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.