Parsons Financial Group, LLC

Overview

Parsons Financial Group, LLC is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and serves both high-net-worth individuals/families and select institutional clients. Investment activity is equity-biased, with the firm allocating the bulk of its managed assets to exchange-traded equities. Parsons does not identify as an active ESG investor and appears to operate as a single-state, traditional advisory practice rather than a multi-state or pension consulting firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices