Overview
Assets Under Management: $230 million
Headquarters: REXBURG, ID
High-Net-Worth Clients: 180
Average Client Assets: $726,391
Frequently Asked Questions
CORDINGLEY & PARKINSON WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326719), CORDINGLEY & PARKINSON WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CORDINGLEY & PARKINSON WEALTH MANAGEMENT is headquartered in REXBURG, ID.
CORDINGLEY & PARKINSON WEALTH MANAGEMENT serves 180 high-net-worth clients according to their SEC filing dated February 24, 2026. View client details ↓
According to their SEC Form ADV, CORDINGLEY & PARKINSON WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
CORDINGLEY & PARKINSON WEALTH MANAGEMENT manages $230 million in client assets according to their SEC filing dated February 24, 2026.
According to their SEC Form ADV, CORDINGLEY & PARKINSON WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 180
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.89
Average High-Net-Worth Client Assets: $726,391
Total Client Accounts: 809
Discretionary Accounts: 805
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 326719
Filing ID: 2058113
Last Filing Date: 2026-02-24 17:23:59