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PARSONS CAPITAL MANAGEMENT INC
CRD 106295 · SEC 801-45209
40 WESTMINSTER STREET, STE 400, PROVIDENCE, RI, 02903, United States
Phone
401-521-2440
Fax
401-521-4870
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.38B
Discretionary AUM
$2.35B
Team
22 total employees; 12 advisory reps; 34 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 314 | $128.2M |
| High net worth individuals | 381 | $2.06B |
| Pension/profit sharing plans | 11 | $16.3M |
| Charitable organizations | 26 | $127.8M |
| Corporations/business entities | 14 | $52.4M |
States served
VT, CA, CO, DC, GA, LA, ME, MD, MA, MN, NJ, NM, NY, NC, OH, PA, RI, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD