Parsonex Advisory Services, Inc.
Firm details
- Headquarters
- Englewood, Colorado
- CRD number
- 160275
- Registered since
- March 27, 2012
- Website
- www.parsonex.com
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
- Client types
- HNWI54.14%
- Individuals33.67%
- Pooled Investment Vehicles12.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Parsonex Advisory Services, Inc. is a corporation that has been SEC-registered since 2012 and describes itself as a capital allocator serving both individual/family and institutional clients. The firm combines advisory services with broker-dealer and insurance-broker capabilities and also lists accounting activities, which suggests an integrated offering across investment, insurance, and tax-adjacent services. Its advisory menu includes financial planning, portfolio management for individuals and pooled vehicles, pension consulting, adviser selection, and client education/publications. Fee structures are varied: percentage of AUM, hourly, subscription, and fixed fees. The firm is not identified as an ESG investor.
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 Equities75%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
1 of 1
Jonathan Miller
Founder, President, CEOCRD 4153196
Contacts
3 of 11
Blake Anderson
Registered RepresentativeCRD 7920242
Robert Fuhrman
Registered Investment AdvisorCRD 6759755
Matthew Pettera
Head of Trading OperationsCRD 6399972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$26.3M in ETFs
36%
$9.5M
64%
$16.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GROWTH ETF (CGGR) | Capital Group | Active | Large Growth | $5.5M | 116,863 | 20.94% |
Location
Englewood, CO
Arapahoe
Location
Englewood, CO
Headquartered in Englewood, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Arapahoe
- Address
- 8310 S Valley Hwy
- Time zone
- MT (UTC-7)
- Office locations
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