Overview
Assets Under Management: $272 million
Headquarters: SILVERDALE, WA
High-Net-Worth Clients: 40
Average Client Assets: $2.4 million
Frequently Asked Questions
PARKER FINANCIAL 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 #144293), PARKER FINANCIAL LLC is subject to fiduciary duty under federal law.
PARKER FINANCIAL LLC is headquartered in SILVERDALE, WA.
PARKER FINANCIAL LLC serves 40 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, PARKER FINANCIAL LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
PARKER FINANCIAL LLC manages $272 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, PARKER FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.36%
Average Client Assets: $2.4 million
Total Client Accounts: 304
Discretionary Accounts: 304
Regulatory Filings
CRD Number: 144293
Filing ID: 2074096
Last Filing Date: 2026-03-16 18:53:51