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| Happy Holidays!! thanks for using AUM13F!! |
| Parsonex Advisory Services Inc
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|---|---|
| CRD # | 160275 |
| SEC # | 801-74543 |
| CIK # | |
| AUM | $174.8 M (2025-03-30) |
| Employees | 5 (40% Investors, 100% Brokers) |
| Phone | 303-662-8700 |
| Address | 8310 S Valley Highway Englewood, CO 80112 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 543 | 75.7 |
| (b) Individuals (high net worth individuals) | 66 | 99.1 |
| (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 | 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 | 609 | 174.8 |
| By Discretionary | ||
| Discretionary | 574 | 163.7 |
| Non-Discretionary | 35 | 11.2 |
| Total | 609 | 174.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.8 | |
| Total | 609 | 174.8 |
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|---|---|---|
|
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✚
|
NC | 0.2 |
|
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UT | 0.2 |
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Candide Group LLC
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CA | 0.2 |
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Gatepass Capital LLC
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OH | 0.2 |
|
Financial Life Planners LLC
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AZ | 0.2 |
|
AO Wealth Advisory LLC
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|
IA | 0.2 |
|
Marrick Wealth LLC
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|
CA | 0.2 |
|
Shaffer Capital Advisers LLC
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|
OH | 0.2 |
|
Naviquant Capital Management LLC
✚
|
0.2 |