PARSONEX ADVISORY SERVICES, INC.

RIASEC RegisteredEst. 2012

Total AUM

$271M

Discretionary

$271M

100% of AUM

Avg account

$251K

Accounts

1,079

Employees

Advisory reps

Firm details

Headquarters: ENGLEWOOD, Colorado
CRD number: 160275
Registered since: March 27, 2012
Website: www.parsonex.com
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types: HNWI54.14%
Individuals33.67%
Pooled Investment Vehicles12.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Parsonex Advisory Services, Inc. is an SEC-registered corporate investment adviser (registered in 2012) that operates as a multi‑service financial firm. The firm serves individual and family clients as well as institutional clients and functions as a capital allocator. Its business model combines advisory and brokerage activities — it is also active as a broker‑dealer, insurance broker, and accountant — and it offers a mix of services including financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting, manager selection, and investor education through publications and seminars. Fee arrangements include asset‑based fees, hourly billing, subscription fees and fixed fees. Parsonex does not identify as an active ESG investor.