Parker Logan Advisors
Firm details
- Headquarters
- ,
- CRD number
- 174254
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Parker Logan Advisors operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm does not classify itself as a capital allocator and is not involved in ESG investing. Its client base consists of individuals and families, and it employs a fee structure that includes a percentage of assets under management as well as fixed fees. The firm has established itself in the financial advisory space, emphasizing personalized portfolio management tailored to the needs of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities43%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents17%
Owners & executives
1 of 1Teodor Rasa
Chief Investment OfficerCRD 6468280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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