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 corporate wealth adviser that combines advisory services with broker-dealer, insurance brokerage and accounting activities. The firm has been SEC-registered since 2012 and acts as a capital allocator for both individual/family and institutional clients. Its advisory offering spans financial planning, portfolio management for individuals, pooled vehicles and institutions, selection of other advisers, publication of periodicals, and educational workshops. Parsonex bills through a mix of percentage-of-AUM, hourly, subscription and fixed-fee arrangements. The firm is not identified as an active 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
Michael Beardi
Senior Financial AdvisorCRD 4024705
Robert Fuhrman
Registered Investment AdvisorCRD 6759755
Robert Sutton
Branch PresidentCRD 5043790
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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