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| Happy Holidays!! thanks for using AUM13F!! |
| Parker Financial Advisors LLC
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| CRD # | 305188 |
| SEC # | 801-117329 |
| CIK # | |
| AUM | $190.9 M (2025-03-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 832-476-3495 |
| Address | 14800 St Marys Ln Houston, TX 77079-2943 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 15.8 |
| (b) Individuals (high net worth individuals) | 53 | 171.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 344 | 190.9 |
| By Discretionary | ||
| Discretionary | 342 | 186.6 |
| Non-Discretionary | 2 | 4.3 |
| Total | 344 | 190.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.9 | |
| Total | 344 | 190.9 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
|
CL Parker Inc
✚
|
TX | 0.0 |
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|---|---|---|
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✚
|
MA | 0.2 |
|
Ball & Company Wealth Management Inc
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|
0.2 | |
|
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|
Kohlhepp Investment Advisors Ltd
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|
Trend Trade Pro LLC
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|
ARK Wealth Management LLC
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|
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|
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|
FL | 0.2 |
|
Chapman Investment Management LLC
✚
|
0.2 | |
|
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✚
|
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|
KURE Advisory LLC
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MN | 0.2 |