Overview
Assets Under Management: $188 million
Headquarters: ST. GEORGE, UT
High-Net-Worth Clients: 66
Average Client Assets: $1.9 million
Frequently Asked Questions
PARKER ADVISORY GROUP, LLC 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 #150946), PARKER ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
PARKER ADVISORY GROUP, LLC is headquartered in ST. GEORGE, UT.
PARKER ADVISORY GROUP, LLC serves 66 high-net-worth clients according to their SEC filing dated February 22, 2024. View client details ↓
According to their SEC Form ADV, PARKER ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PARKER ADVISORY GROUP, LLC manages $188 million in client assets according to their SEC filing dated February 22, 2024.
According to their SEC Form ADV, PARKER ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.10%
Average Client Assets: $1.9 million
Total Client Accounts: 463
Discretionary Accounts: 463
Regulatory Filings
CRD Number: 150946
Filing ID: 1822443
Last Filing Date: 2024-02-22 10:21:00