PARKER FINANCIAL ADVISORS LLC

14800 St Mary'S Ln
Ste 245
Houston, Texas 77079-2943
Tel: 832-476-3495

About PARKER FINANCIAL ADVISORS LLC

PARKER FINANCIAL ADVISORS LLC, formally registered with the SEC as PARKER FINANCIAL ADVISORS LLC. The firm was established in 09/17/2019. They have over 1 offices throughout the country.

PARKER FINANCIAL ADVISORS LLC is a Houston, Texas based Financial Planning firm with nearly $173,967,598 assets under management, offering retirement planning & investment advisory services to 330 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305188
SEC#	801-117329
Assets Managed by Firm	$173,967,598
No. of Clients	330
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	330	$173,967,598
Individuals (other than high net worth individuals)	24	$12,469,195
High net worth individuals	52	$161,498,403

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