Parsonex Advisory Services, Inc.
Parsonex Advisory Services, Inc. (CRD# 160275) is a financial advisory firm headquartered in Englewood, CO. They manage $106,099,329 in 438 accounts and serve the financial needs of clients across 33 states (or territories).
Current Firm Details
Parsonex Advisory Services, Inc.
By the Numbers
-
Total Assets Under Management106MILLION
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Total Number of Accounts438ACCOUNTS
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Average Account Value$242,236
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
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
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