PARKER FINANCIAL LLC

9230 Bay Shore Dr Nw #201
Silverdale, Washington 98383
Tel: 360-337-2701

About PARKER FINANCIAL LLC

PARKER FINANCIAL LLC, formally registered with the SEC as PARKER FINANCIAL LLC. The firm was established in 06/01/2021. They have over 1 offices throughout the country.

PARKER FINANCIAL LLC is a Silverdale, Washington based Financial Planning firm with nearly $174,674,474 assets under management, offering retirement planning & investment advisory services to 279 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144293
SEC#	801-121333
Assets Managed by Firm	$174,674,474
No. of Clients	279
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees
Commission Based
Other (REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	279	$174,674,474
Individuals (other than high net worth individuals)	229	$99,025,600
High net worth individuals	46	$72,988,726
Corporations or other businesses	1	$2,660,148

More Retirement Planning firms in Silverdale, Washington:

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PARAMETRIC PORTFOLIO ASSOCIATES 800 Fifth Avenue, Suite 2800 Seattle, WA, 98104	$475,093,919,406	163121	877
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$82,657,150,657	146	653
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$52,480,583,056	70944	653
BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP 1201 Third Avenue, Suite 3000 Seattle, WA, 98101	$24,747,000,000	17	95
RUSSELL INVESTMENTS 1301 Second Avenue, 18th Floor Seattle, WA, 98101	$23,026,995,111	77	656

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