Overview
Assets Under Management: $168 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 51
Average Client Assets: $2.9 million
Frequently Asked Questions
PARKER FINANCIAL ADVISORS 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 #114213), PARKER FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
PARKER FINANCIAL ADVISORS is headquartered in HOUSTON, TX.
PARKER FINANCIAL ADVISORS serves 51 high-net-worth clients according to their SEC filing dated September 25, 2018. View client details ↓
According to their SEC Form ADV, PARKER FINANCIAL ADVISORS offers financial planning and portfolio management for individuals. View all service details ↓
PARKER FINANCIAL ADVISORS manages $168 million in client assets according to their SEC filing dated September 25, 2018.
According to their SEC Form ADV, PARKER FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.41%
Average Client Assets: $2.9 million
Total Client Accounts: 272
Discretionary Accounts: 272
Regulatory Filings
CRD Number: 114213
Filing ID: 1242472
Last Filing Date: 2018-09-25 15:06:00