Overview
Assets Under Management: $804 million
Headquarters: NEW HOPE, PA
High-Net-Worth Clients: 267
Average Client Assets: $2 million
Frequently Asked Questions
PARSONS CAPITAL MANAGEMENT, 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 #114494), PARSONS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PARSONS CAPITAL MANAGEMENT, LLC is headquartered in NEW HOPE, PA.
PARSONS CAPITAL MANAGEMENT, LLC serves 267 high-net-worth clients according to their SEC filing dated March 13, 2025. View client details ↓
According to their SEC Form ADV, PARSONS CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PARSONS CAPITAL MANAGEMENT, LLC manages $804 million in client assets according to their SEC filing dated March 13, 2025.
According to their SEC Form ADV, PARSONS CAPITAL MANAGEMENT, 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: 267
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.07
Average High-Net-Worth Client Assets: $2 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