Parallax Investments, LLC

Parallax Investments, LLC (CRD# 114924) is a financial advisory firm headquartered in Houston, TX. They manage $83,312,556 in 294 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $283,376
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Parallax Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Crystal A. McKeon
CRD#: 4690796
5718 Westheimer, Suite 955, Houston, TX 77057
96
Wealthminder
score

Crystal McKeon (CRD# 4690796) is an Investment Advisor Representative working at Parallax Investments, LLC in Houston, TX and has over 6 years of experience in the finance industry. Crystal McKeon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Austin G. Marrs
CRD#: 5979477
5718 Westheimer, Suite 955, Houston, TX 77057
90
Wealthminder
score

Austin Marrs (CRD# 5979477) is an Investment Advisor Representative working at Parallax Investments, LLC in Houston, TX and has over 5 years of experience in the finance industry.

3
John P. Bott
CRD#: 500759
5718 Westheimer, Suite 955, Houston, TX 77057
73
Wealthminder
score

John Bott (CRD# 500759) is an Investment Advisor Representative working at Parallax Investments, LLC in Houston, TX and has over 35 years of experience in the finance industry.

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