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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) |
|---|
| 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
✚
|
TX | 0.2 |
|
CL Parker Inc
✚
|
TX | 0.0 |
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|---|---|---|
|
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 |