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PARSONEX ADVISORY SERVICES, INC.

Tel: 303-662-8700
8310 S. Valley Highway
Suite 110
Englewood, Colorado  80112

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PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC. is a Englewood, Colorado based financial advisory firm with nearly $151,613,090 in assets under management and provides investment advisory services for 487 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Subscription fees, Fixed fees

Firm CRD#:

160275

SEC#:

801-74543

No. of Clients:

487

Assets under Management

$151,613,090

No. of Advisors:

5

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