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Building 2PARKER ADVISORY GROUP, LLC

Map pinST. GEORGE, UT
Phone435-628-8773
NotebookSEC #801-110931
Total AUM
$187.6M
Employees
4
Clients
197

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 NORTH MAIN STREET
SUITE 202
ST. GEORGE
UT 84770
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
435-628-8773
Other Offices
1

ReceiptFinancials

Total AUM
$187.6M
Accounts
463
Discretionary
$187.6M
Accounts
463
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
131
AUM
$61.7M
HNW Individual Clients
66
AUM
$125.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING ON INV. & NON SECURITIES MATTERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other Fee
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZLANVTXUT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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