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PARSONS CAPITAL MANAGEMENT INC
40 Westminster Street, Ste 400
Providence, Rhode Island 02903
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 $1,879,594,055 assets under management, offering retirement planning & investment advisory services to 1833 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106295 |
| SEC# | 801-45209 |
| Assets Managed by Firm | $1,879,594,055 |
| No. of Clients | 1833 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1833 | $1,879,594,055 |
| Individuals (other than high net worth individuals) | 358 | $125,514,900 |
| High net worth individuals | 333 | $1,596,242,249 |
| Pension and profit sharing plans | 12 | $18,979,600 |
| Charitable organizations | 22 | $99,020,367 |
| Corporations or other businesses | 12 | $39,836,939 |
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