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PARSONS CAPITAL MANAGEMENT INC
40 Westminster Street, Ste 400
Providence, Rhode Island 2903
Tel: 401-521-2440
About PARSONS CAPITAL MANAGEMENT INC
PARSONS CAPITAL MANAGEMENT INC, formally registered with the SEC as PARSONS CAPITAL MANAGEMENT INC. The firm was established in 11/23/1993. They have over 5 offices throughout the country.
PARSONS CAPITAL MANAGEMENT INC is a Providence, Rhode Island based Financial Planning firm with nearly $1,683,043,951 assets under management, offering retirement planning & investment advisory services to 1734 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 106295 |
| SEC# | 801-45209 |
| Assets Managed by Firm | $1,683,043,951 |
| No. of Clients | 1734 |
| No. of Advisors | 19 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1734 | $1,683,043,951 |
| Individuals (other than high net worth individuals) | 350 | $123,522,167 |
| High net worth individuals | 317 | $1,408,673,757 |
| Pension and profit sharing plans | 12 | $18,448,452 |
| Charitable organizations | 21 | $94,782,613 |
| Corporations or other businesses | 13 | $37,616,962 |
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