1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PARSONS CAPITAL MANAGEMENT, LLC

Map pinNEW HOPE, PA
Phone908-730-0011
NotebookSEC #801-61362
Total AUM
$803.8M
Employees
6
Clients
673

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 SOUTH SUGAN ROAD
NEW HOPE
PA 18938
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
908-730-0011
Other Offices
1

ReceiptFinancials

Total AUM
$803.8M
Accounts
1,830
Discretionary
$803.8M
Accounts
1,830
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
404
AUM
$162.7M
HNW Individual Clients
267
AUM
$627.5M
Charitable Organization Clients
1
AUM
$4.9M
Corporation or Business Clients
1
AUM
$8.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLGAILLANCNHNJNYOHPATNTXUTVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account