Parker Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Silverdale, WA. Its latest Form ADV filing, dated March 16, 2026, reports $272M in regulatory assets under management, 5 employees, 1 office, and 304 accounts.
Assets Under Management
$272M
Employees
5
Offices
1 office
Total Clients
304
Primary office
SILVERDALE, WA
9230 BAY SHORE DR NW #201, SILVERDALE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.2% of total clients.
Top client categories% of clientsClients
1
Individuals
86.2%
262
2
HNWI
13.2%
40
3
Corporations
0.7%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of March 16, 2026
Discretionary100.0%
$272M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$272M
Total Accounts304
10Y AUM Change+$164M (+151.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee61:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.