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Building 2PARSONEX ADVISORY SERVICES, INC.

Map pinENGLEWOOD, CO
Phone303-662-8700
NotebookSEC #801-74543
Total AUM
$271.3M
Employees
24
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8310 S. VALLEY HIGHWAY
SUITE 110
ENGLEWOOD
CO 80112
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
303-662-8700
Other Offices
2

ReceiptFinancials

Total AUM
$271.3M
Accounts
1,079
Discretionary
$271.3M
Accounts
1,079
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
270
AUM
$91.4M
HNW Individual Clients
60
AUM
$146.9M
Pooled Vehicle Clients
1
AUM
$33.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOFLGAHIIAIDILINKSKYMDMIMNMOMTNCNDNENJNVNYOHOKORPARISCSDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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