|
⚲
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| Parker Financial Advisors LLC
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| |
|---|---|
| CRD # | 305188 |
| SEC # | 801-117329 |
| CIK # | |
| AUM | $174.0 MM (2024-06-11) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 832-476-3495 |
| Address | 14800 St Marys Ln Houston, TX 77079-2943 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 12.5 |
| (b) Individuals (high net worth individuals) | 52 | 161.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 330 | 174.0 |
| By Discretionary | ||
| Discretionary | 328 | 173.1 |
| Non-Discretionary | 2 | 0.9 |
| Total | 330 | 174.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.0 | |
| Total | 330 | 174.0 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
|
CL Parker Inc
✚
|
TX | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
HARA Capital LLC
✚
|
WA | 0.2 |
|
AG Morgan Financial Advisors LLC
✚
|
NY | 0.2 |
|
Chronos Capital Advisors LLC
✚
|
FL | 0.2 |
|
Northland Capital Management LLC
✚
|
MN | 0.2 |
|
Storehouse Financial LLC
✚
|
TX | 0.2 |
|
Nvest Wealth Strategies Inc
✚
|
OH | 0.2 |
|
Eliot Finkel Investment Counsel LLC
✚
|
CA | 0.2 |
|
Alcosta Capital Management Inc
✚
|
CA | 0.2 |
|
Commons Capital LLC
✚
|
MA | 0.2 |
|
Financial Institution Services LLC
✚
|
NV | 0.2 |