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