Parker Financial LLC
Firm details
- Headquarters
- Silverdale, Washington
- CRD number
- 144293
- Registered since
- June 1, 2021
- Website
- parker-financial.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals62.95%
- HNWI35.36%
- Corporations / Businesses1.69%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Parker Financial LLC is an independent registered investment adviser organized as an LLC and operating as a capital allocator to both individual/family and institutional clients. The firm offers fee-based services that include percentage-of-AUM and fixed-fee arrangements and lists financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, publication of periodicals/newsletters, and educational seminars/workshops among its activities. Parker Financial is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not describe itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Heather Hughes-henrichsen
Chief Operations OfficerCRD 6083955
Contacts
3 of 3
Jason Parker
PresidentCRD 5352178
Christopher Schuchart
Investment Advisor RepresentativeCRD 8248903
Timothy Tenbrink
Investment Advisor RepresentativeCRD 6712905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$267M in ETFs
75%
$200M
25%
$66.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $56M | 785,493 | 21.00% |
Location
Silverdale, WA
Kitsap
Location
Silverdale, WA
Headquartered in Silverdale, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Kitsap
- Address
- 9230 Bay Shore Dr Nw
- Time zone
- PT (UTC-8)
- Office locations
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