Overview
Assets Under Management: $804 million
Headquarters: NEW HOPE, PA
High-Net-Worth Clients: 2
Average Client Assets: $81 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.24
Average High-Net-Worth Client Assets: $81 million
Total Client Accounts: 1,830
Discretionary Accounts: 1,830
Regulatory Filings
CRD Number: 114494
Filing ID: 1949261
Last Filing Date: 2025-03-13 14:18:00
Website: https://parsonscapitalmanagement.com