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Parsonex Advisory Services, Inc.

● SEC registered since 2012CRD 160275SEC# 801-74543Englewood, CO
Export (members)
Reg. AUM
$174.8M
Employees
5
Accounts
609
Location
Englewood, CO

Parsonex Advisory Services, Inc. assets under management

Parsonex Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in Englewood, CO. The firm has been registered since 2012. It reports $174.8 million in regulatory assets under management and employs 5 people.

Parsonex Advisory Services, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Brian William NeustromCcoUnder 5%2024
Jonathan Edward Miller ControlCeoUnder 5%2011
Parsonex Enterprises, Inc. ControlParent CompanyOver 75%2011
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Frequently asked questions

How much does Parsonex Advisory Services, Inc. manage?

Parsonex Advisory Services, Inc. reports $174.8 million in regulatory assets under management on its Form ADV.

How many employees does Parsonex Advisory Services, Inc. have?

Parsonex Advisory Services, Inc. reports 5 employees.

Where is Parsonex Advisory Services, Inc. located?

Parsonex Advisory Services, Inc. is based in Englewood, CO and has been SEC-registered since 2012.

Does Parsonex Advisory Services, Inc. disclose fund performance?

Parsonex Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8310 S. Valley Highway, Suite 110, Englewood, CO 80112
Phone303-662-8700
Fax303-309-6438
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$163.7M
Non-discretionary$11.2M
Total (RAUM)$174.8M