Parker Logan Advisors

RIASEC Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$190K
Accounts
20
Advisory reps
1

Firm details

Headquarters
,
CRD number
174254
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Parker Logan Advisors is an independent, individual-owned registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm charges clients either a percentage of assets under management or fixed fees and does not identify as a multi-state or pension consultant. It does not list ESG investing as part of its active strategy set and is not structured as a capital allocator that sources third-party private managers for outside capital commitments. The business model centers on advice to individual and family clients, with advisory activity described as discretionary portfolio management. The firm’s scale and custody relationships suggest a primarily liquid, brokerage-driven implementation approach rather than a multi-manager or alternatives-focused platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Public Funds/Mutual Funds 40%, Cash & Cash Equivalents 17%43%
  • Exchange Traded Equities43%
  • Public Funds/Mutual Funds40%
  • Cash & Cash Equivalents17%

Owners & executives

1 of 1
  • Teodor Rasa

    Chief Investment OfficerCRD 6468280

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth