Overview
Assets Under Management: $174 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 53
Average Client Assets: $3 million
Frequently Asked Questions
PARKER FINANCIAL ADVISORS 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 #305188), PARKER FINANCIAL ADVISORS LLC is subject to fiduciary duty under federal law.
PARKER FINANCIAL ADVISORS LLC is headquartered in HOUSTON, TX.
PARKER FINANCIAL ADVISORS LLC serves 53 high-net-worth clients according to their SEC filing dated June 11, 2024. View client details ↓
According to their SEC Form ADV, PARKER FINANCIAL ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
PARKER FINANCIAL ADVISORS LLC manages $174 million in client assets according to their SEC filing dated June 11, 2024.
According to their SEC Form ADV, PARKER FINANCIAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
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