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Building 2PARKER FINANCIAL ADVISORS

Map pinHOUSTON, TX
Phone832-476-3495
NotebookSEC #801-77990
Total AUM
$161.5M
Employees
2
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$161.5M
Accounts
294
Discretionary
$161.5M
Accounts
294
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
26
AUM
$9.4M
HNW Individual Clients
47
AUM
$137.7M
Pension/Profit Sharing Plan Clients
3
AUM
$14.1M
Corporation or Business Clients
1
AUM
$242.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
TX

HandshakeAffiliates

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

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