Parsonex Advisory Services, Inc.
Parsonex Advisory Services, Inc. is an SEC-registered mass-market adviser in Englewood, CO with $271.3M assets under management (AUM, regulatory AUM), +55% over one year. See who owns Parsonex Advisory Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160275, SEC 801-74543, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $271.3M (2026-06-10)
- Firm type
- Mass-Market Adviser
- Location
- Englewood, CO
- Employees
- 24
- Clients
- 331
- CRD
- 160275
- Ownership
- PARSONEX ENTERPRISES, INC.; LANKES, JESSICA, ASHLEY; MILLER, JONATHAN, EDWARD; Miller, Jonathan, Edward; Neustrom, Brian, William
How much AUM does Parsonex Advisory Services, Inc. have?
Parsonex Advisory Services, Inc. reported $271.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Parsonex Advisory Services, Inc.?
Disclosed owners and executives of Parsonex Advisory Services, Inc. include PARSONEX ENTERPRISES, INC., LANKES, JESSICA, ASHLEY, MILLER, JONATHAN, EDWARD, Miller, Jonathan, Edward, Neustrom, Brian, William. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.