Parsec Financial Management Inc

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Assets, Funds, Holdings

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Parsec Financial Management Inc
CRD #104919
SEC #801-16359
CIK #0001349138
AUM
Employees 76 (39% Investors, 0% Brokers)
Phone828-255-0271
Address6 Wall St
Asheville, NC 28801
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
5.04.03.02.01.00.01999200720152024
Sector Form 13F Holdings Value ($B)
Apple Inc 0.1
Microsoft Corp 0.1
Lowes Companies Inc 0.1
Cisco Systems Inc 0.0
BlackRock Inc 0.0
Novo Nordisk A S 0.0
Broadcom Inc 0.0
Interpublic Group of Companies Inc 0.0
Alphabet Inc 0.0
Amgen Inc 0.0
View All
Holdings by Sector ($B)
3.02.41.81.20.60.02011201520192024
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 995 0.5
(b) Individuals (high net worth individuals) 1,004 3.0
(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 45 0.2
(h) Charitable organizations 13 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 12 0.0
(n) Other 0 0.0
Total 6,580 3.7
By Discretionary
Discretionary 6,381 3.6
Non-Discretionary 199 0.2
Total 6,580 3.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.7
Total 6,580 3.7
EDGAR Form CIK 2011 - 2025
13F-HR [0001349138]
D [0001349138]
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