PARSONEX ADVISORY SERVICES, INC.

CRD 160275 · SEC 801-74543

Visit website

8310 S. VALLEY HIGHWAY, SUITE 110, ENGLEWOOD, CO, 80112, United States

Phone

303-662-8700

Fax

303-309-6438

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$271.3M

Discretionary AUM

$271.3M

Team

24 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees

Org form

Corporation

Filing date

2026-06-10

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	270	$91.4M
High net worth individuals	60	$146.9M
Pooled investment vehicles	1	$33.1M

States served

AZ, CA, CO, GA, ID, IL, IN, IA, KS, KY, MD, MI, MN, MT, NE, NV, NJ, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, MO, WA, TX, HI, FL, SD

All web addresses on file

HTTP://PARSONEXADVISORY.COM

Official SEC filing: View on IAPD