Parsonex Advisory Services, Inc.
Parsonex Advisory Services, Inc. (CRD# 160275) is a financial advisory firm headquartered in Englewood, CO. They manage $151,613,090 in 487 accounts and serve the financial needs of clients across 33 states (or territories).
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Total Assets Under Management152MILLION
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Total Number of Accounts487ACCOUNTS
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Average Account Value$311,321
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MD, MI, MN, MO, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WI
Robert Sutton (CRD# 5043790) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 18 years of experience in the finance industry.
Adam Drewry (CRD# 5547004) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 13 years of experience in the finance industry.
Jose Jimenez (CRD# 6530632) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 8 years of experience in the finance industry.
Zachary Stewart (CRD# 6809213) is an Investment Advisor Representative working at Parsonex Advisory Services, Inc. in Englewood, CO and has over 4 years of experience in the finance industry.