Overview
Assets Under Management: $174 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 330
Discretionary Accounts: 328
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 305188
Last Filing Date: 2024-06-11 00:00:00
Website: https://parkerfeeonly.com