Parker Financial Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Parker Financial Advisors LLC
CRD #305188
SEC #801-117329
CIK #
AUM $162.8 MM (2023-01-23)
Employees 2 (100% Investors, 0% Brokers)
Phone832-476-3495
Address14800 St Marys Ln
Houston, TX 77079-2943
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
200160120804002010201420192024
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
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
Terms | Privacy | Guide
tony@aum13f.com