Parsonex Advisory Services, Inc.

RIASEC RegisteredEst. 2012

Total AUM

$271M

Discretionary

$271M

100% of AUM

Avg account

$251K

Accounts

1,079

Employees

Advisory reps

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

FINTRX

Overview

Parsonex Advisory Services, Inc. is a corporate-structured investment adviser that has been SEC-registered since 2012. The firm serves individual and family clients as well as institutional accounts and describes itself as an active capital allocator. It operates beyond pure advisory work: Parsonex is affiliated with a broker-dealer, acts as an insurance broker, provides accounting services, and can sponsor or manage pooled investment vehicles. Its advisory offering includes financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting, manager selection, and published research and educational seminars. Compensation models include percentage-of-AUM fees alongside hourly, subscription and fixed-fee arrangements. The firm does not identify as an active ESG investor.