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Home > Retirement Planners > pennsylvania > new hope > PARSONS CAPITAL MANAGEMENT, LLC
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 |
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