|
⚲
|
| Parsons Capital Management Inc
✚
|
|
|---|---|
| CRD # | 106295 |
| SEC # | 801-45209 |
| CIK # | 0001018674 |
| AUM | $2.1 B (2025-03-31) |
| Employees | 21 (52% Investors, 0% Brokers) |
| Phone | 401-521-2440 |
| Address | 40 Westminster Street, Ste 400 Providence, RI 02903 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 118.7 | ||
| 3M Co | 76.7 | ||
| Microsoft Corp | 66.1 | ||
| Amazon Com Inc | 49.3 | ||
| J P Morgan Chase & Co | 40.7 | ||
| International Business Machines Corp | 30.6 | ||
| Exxon Mobil Corp | 26.9 | ||
| Alphabet Inc | 25.5 | ||
| Oracle Corp | 25.4 | ||
| Nvidia Corp | 22.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 340 | 0.1 |
| (b) Individuals (high net worth individuals) | 352 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.0 |
| (h) Charitable organizations | 23 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,864 | 2.1 |
| By Discretionary | ||
| Discretionary | 1,849 | 2.1 |
| Non-Discretionary | 15 | 0.0 |
| Total | 1,864 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 1,864 | 2.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001018674] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Relyea Zuckerberg Hanson LLC
✚
|
CT | 2.1 |
|
Bristlecone Advisors LLC
✚
|
WA | 2.1 |
|
CornerStone Wealth Group LLC
✚
|
NC | 2.1 |
|
Pacific Income Advisers Inc
✚
|
CA | 2.1 |
|
Consolidated Planning Corporation
✚
|
GA | 2.1 |
|
LM Kohn & Company
✚
|
OH | 2.1 |
|
Meeder Advisory Services Inc
✚
|
OH | 2.1 |
|
Advocacy Wealth Management LLC
✚
|
GA | 2.1 |
|
Koss-Olinger Consulting LLC
✚
|
FL | 2.1 |
|
Diversified Enterprises LLC
✚
|
DE | 2.1 |