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Building 2PARSEC FINANCIAL

Map pinASHEVILLE, NC
Phone(828) 255-0271
NotebookSEC #801-16359
Total AUM
$3.7B
Employees
76
Clients
2,069

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 WALL ST
ASHEVILLE
NC 28801
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(828) 255-0271
Other Offices
9

ReceiptFinancials

Total AUM
$3.7B
Accounts
6,580
Discretionary
$3.6B
Accounts
6,381
Non-Discretionary
$194.1M
Accounts
199

ContactClients

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Individual Clients
995
AUM
$478.3M
HNW Individual Clients
1,004
AUM
$3B
Pension/Profit Sharing Plan Clients
45
AUM
$177.8M
Charitable Organization Clients
13
AUM
$49.9M
Corporation or Business Clients
12
AUM
$16.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCFLGAHIILINKYLAMAMDMEMIMNMONCNHNJNYOHORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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