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, individual-owned registered investment adviser that began SEC registration in 2021. The firm serves both individual and family clients as well as institutional accounts, operating as a capital allocator that combines portfolio management and financial planning with a permitted role in selecting outside managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and client education through publications and seminars. Fee arrangements include percentage-of-assets and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$272M in ETFs
75%
$203M
25%
$68.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $56.9M | 808,521 | 20.94% |
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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