Parlan Financial Corp

Parlan Financial Corp (CRD# 105470) is a financial advisory firm headquartered in Toledo, OH. They manage $18,605,511 in 61 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $305,008
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

MI, OH

Financial Advisors at Parlan Financial Corp
Showing 1 - 1 of 1 top financial advisors.
1
Helyn C. Bolanis
CRD#: 715064
6011 Renaissance Place Unit 3, Toledo, OH 43623
90
Wealthminder
score

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.

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