Overview
Assets Under Management: $271 million
Headquarters: ENGLEWOOD, CO
High-Net-Worth Clients: 60
Average Client Assets: $2.4 million
Frequently Asked Questions
PARSONEX ADVISORY SERVICES, INC. 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 #160275), PARSONEX ADVISORY SERVICES, INC. is subject to fiduciary duty under federal law.
PARSONEX ADVISORY SERVICES, INC. is headquartered in ENGLEWOOD, CO.
PARSONEX ADVISORY SERVICES, INC. serves 60 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, PARSONEX ADVISORY SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PARSONEX ADVISORY SERVICES, INC. manages $271 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, PARSONEX ADVISORY SERVICES, INC. serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.14%
Average Client Assets: $2.4 million
Total Client Accounts: 1,079
Discretionary Accounts: 1,079
Regulatory Filings
CRD Number: 160275
Filing ID: 2088931
Last Filing Date: 2026-03-31 17:16:13