Parker Financial LLC
Firm details
- Headquarters
- Silverdale, Washington
- CRD number
- 144293
- Registered since
- June 1, 2021
- Website
- parker-financial.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals62.95%
- HNWI35.36%
- Corporations / Businesses1.69%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Parker Financial LLC is an independent, owner-operated registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of external advisers, and client education through publications and seminars. Fee arrangements combine percentage-of-AUM billing with fixed fees. Parker Financial does not present itself as an ESG-focused investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1Heather Hughes-henrichsen
Chief Operations OfficerCRD 6083955
Contacts
3 of 3
Jason Parker
PresidentCRD 5352178
Timothy Tenbrink
Investment Advisor RepresentativeCRD 6712905
Tiffany Lally
Associate Wealth ManagerCRD 2477657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$267M in ETFs
75%
$200M
25%
$66.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $56M | 785,493 | 21.00% |
Location
Silverdale, WA
Kitsap
Location
Silverdale, WA
Headquartered in Silverdale, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Kitsap
- Address
- 9230 Bay Shore Dr Nw
- Time zone
- PT (UTC-8)
- Office locations
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