Parker Logan Advisors
Firm details
- Headquarters
- ,
- CRD number
- 174254
- Website
- www.parker-logan.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Equities43%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents17%
Owners & executives
1 of 1Teodor Rasa
Chief Investment OfficerCRD 6468280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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