Parker Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 145670
- Website
- www.pfadvisers.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.99%
- Individuals28.41%
- Charitable Organizations2.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Parker Financial, LLC operates as an independent registered investment advisor, focusing on providing a range of financial services to both individual and institutional clients. The firm emphasizes personalized financial planning and portfolio management, catering to the unique needs of individuals, families, and small businesses. Parker Financial is also an active investor in environmental, social, and governance (ESG) initiatives, reflecting a commitment to responsible investing. The firm does not function as a capital allocator and does not have affiliations with other advisory firms.
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 Equities57%
- Public Funds/Mutual Funds23%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Christine Parker
FounderCRD 2888902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Cris Capital, Ltd.
RIAKaty, TX
Growth Vision Asset Management LLC
RIAKahn Brothers Asset Management Corp
RIANew York, NY
Raskin Global Inc.
RIAPhoenix, MD
Krivacs Capital Management, LLC
RIADenver, CO