Parlan Financial Corp

Parlan Financial Corp (CRD# 105470) is a financial advisory firm headquartered in Toledo, OH. They manage $14,504,136 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7710 Hill Avenue, Suite C, Toledo, OH 43528
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $381,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Parlan Financial Corp
Showing 1 - 1 of 1 top financial advisors.
1
Helyn Bolanis, financial advisor Toledo OH
Helyn C. Bolanis
CRD#: 715064
7710 Hill Avenue, Suite C, Toledo, OH 43528

Helyn Bolanis (CRD# 715064) is an Investment Advisor Representative working at Parlan Financial Corp in Toledo, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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