PARSONS CAPITAL MANAGEMENT, LLC

1 South Sugan Road
New Hope, Pennsylvania 18938
Tel: 908-730-0011

About PARSONS CAPITAL MANAGEMENT, LLC

PARSONS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PARSONS CAPITAL MANAGEMENT, LLC. The firm was established in 08/02/2002. They have over 2 offices throughout the country.

PARSONS CAPITAL MANAGEMENT, LLC is a New Hope, Pennsylvania based Financial Planning firm with nearly $660,913,914 assets under management, offering retirement planning & investment advisory services to 1737 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114494
SEC#	801-61362
Assets Managed by Firm	$660,913,914
No. of Clients	1737
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1737	$660,913,914
Individuals (other than high net worth individuals)	397	$145,587,948
High net worth individuals	246	$506,579,219
Charitable organizations	Fewer than 5 clients	$3,635,943
Corporations or other businesses	Fewer than 5 clients	$5,110,804

More Retirement Planning firms in New Hope, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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