Parker Logan Advisors

RIASEC Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$190K
Accounts
20
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Public Funds/Mutual Funds 40%, Cash & Cash Equivalents 17%43%
  • Exchange Traded Equities43%
  • Public Funds/Mutual Funds40%
  • Cash & Cash Equivalents17%

Owners & executives

1 of 1
  • Teodor Rasa

    Chief Investment OfficerCRD 6468280

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth