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Parker Financial Advisors LLC
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CRD # | 305188 |
SEC # | 801-117329 |
CIK # | |
AUM | $162.8 MM (2023-01-23) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 832-476-3495 |
Address | 14800 St Marys Ln Houston, TX 77079-2943 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 25 | 10.3 |
(b) Individuals (high net worth individuals) | 51 | 145.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 7.3 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 336 | 162.8 |
By Discretionary | ||
Discretionary | 334 | 162.4 |
Non-Discretionary | 2 | 0.4 |
Total | 336 | 162.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 162.8 | |
Total | 336 | 162.8 |
Related Firms | State | AUM ($BB) |
---|---|---|
Parker Financial Advisors LLC
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|
TX | 0.2 |
CL Parker Inc
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|
TX | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Siebert Advisornxt Inc
✚
|
NJ | 0.2 |
CHB Investment Group LLC
✚
|
PA | 0.2 |
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |
Alder Financial Group Inc
✚
|
GA | 0.2 |
Pinnacle Wealth Management Inc
✚
|
CO | 0.2 |
Model Wealth Inc
✚
|
IL | 0.2 |
Hatton Investments LLC
✚
|
FL | 0.2 |
Rivertree Advisors LLC
✚
|
FL | 0.2 |
Strauss Wealth Advising Inc
✚
|
AL | 0.2 |
GMF Private Wealth Management LP
✚
|
FL | 0.2 |