The PARSONEX ADVISORY SERVICES, INC. is a privately held investment adviser that advises $280.82mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. PARSONEX ADVISORY SERVICES, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 81.12% over the last 5-years.
The Group has been registered with the SEC for 47.95 years and is comprised of 2 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 8310 S. VALLEY HIGHWAY SUITE 110, ENGLEWOOD, COLORADO. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 25 employees comprised of 3 investment and 22 non-investment staff. The total number of Employees increased by 400% over the last 5-years.
Their $280.82mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $155.93mn or 55.53% of Total Assets and Individuals own $91.81mn or 32.69% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
PARSONEX ADVISORY SERVICES, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.