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Building 2PARKER FINANCIAL ADVISORS LLC

Map pinHOUSTON, TX
Phone832-476-3495
NotebookSEC #801-117329
Total AUM
$217.6M
Employees
2
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14800 ST MARY'S LN
STE 245
HOUSTON
TX 77079-2943
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
832-476-3495

ReceiptFinancials

Total AUM
$217.6M
Accounts
359
Discretionary
$208.4M
Accounts
354
Non-Discretionary
$9.2M
Accounts
5

ContactClients

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Individual Clients
26
AUM
$17.2M
HNW Individual Clients
55
AUM
$200.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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