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| Parsons Capital Management LLC
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| |
|---|---|
| CRD # | 114494 |
| SEC # | 801-61362 |
| CIK # | 0001018674 |
| AUM | $660.9 MM (2024-03-14) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 908-730-0011 |
| Address | 1 South Sugan Road New Hope, PA 18938 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 135.1 | |
| MSFT | 1,918,222.4 | 60.6 | |
| MMM | 74,165.4 | 51.4 | |
| AMZN | 1,092,997.8 | 45.0 | |
| JPM | 340,169.2 | 28.9 | |
| GOOGL | 1,475,138.5 | 28.5 | |
| XOM | 385,508.3 | 28.4 | |
| LLY | 301,789.7 | 23.9 | |
| NVDA | 399,550.0 | 19.8 | |
| IBM | 127,593.9 | 19.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 397 | 145.6 |
| (b) Individuals (high net worth individuals) | 246 | 506.6 |
| (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 | 3.6 |
| (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 | 5.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,737 | 660.9 |
| By Discretionary | ||
| Discretionary | 1,737 | 660.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,737 | 660.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 660.1 | |
| Total | 1,737 | 660.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001018674] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Financial Resources Groupcom LLC
✚
|
WA | 0.7 |
|
Pinney & Scofield Inc
✚
|
MA | 0.7 |
|
Jamison Private Wealth Management Inc
✚
|
GA | 0.7 |
|
Sycamore Financial Group Inc
✚
|
IN | 0.7 |
|
CGC Financial Services LLC
✚
|
OR | 0.7 |
|
Valicenti Advisory Services Inc
✚
|
NY | 0.7 |
|
Centric Wealth Management LLC
✚
|
IL | 0.7 |
|
Sterling Investment Counsel LLC
✚
|
NY | 0.7 |
|
J Safra Sarasin Asset Management North America Ltd
✚
|
0.7 | |
|
Horst & Graben Wealth Management LLC
✚
|
OR | 0.6 |