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Building 2PARLAN FINANCIAL CORP

Map pinTOLEDO, OH
Phone419-885-1130
NotebookSEC #801-32097
Total AUM
$35.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5942 RENAISSANCE PLACE STE. D
TOLEDO
OH 43623
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
419-885-1130

ReceiptFinancials

Total AUM
$35.1M
Accounts
209
Discretionary
$24.6M
Accounts
177
Non-Discretionary
$10.5M
Accounts
32

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
MIOH

HandshakeAffiliates

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

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