Overview
Assets Under Management: $3.7 billion
Headquarters: ASHEVILLE, NC
High-Net-Worth Clients: 1,004
Average Client Assets: $3.0 million
Frequently Asked Questions
PARSEC FINANCIAL 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 #104919), PARSEC FINANCIAL is subject to fiduciary duty under federal law.
PARSEC FINANCIAL is headquartered in ASHEVILLE, NC.
PARSEC FINANCIAL serves 1,004 high-net-worth clients according to their SEC filing dated April 25, 2023. View client details ↓
According to their SEC Form ADV, PARSEC FINANCIAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PARSEC FINANCIAL manages $3.7 billion in client assets according to their SEC filing dated April 25, 2023.
According to their SEC Form ADV, PARSEC FINANCIAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,004
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.71%
Average Client Assets: $3.0 million
Total Client Accounts: 6,580
Discretionary Accounts: 6,381
Non-Discretionary Accounts: 199
Regulatory Filings
CRD Number: 104919
Filing ID: 1755760
Last Filing Date: 2023-04-25 10:54:00