Parsonex Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Englewood, CO. Its latest Form ADV filing, dated March 31, 2026, reports $271M in regulatory assets under management, 24 employees, 2 offices, and 1,079 accounts.
Assets Under Management
$271M
Employees
24
Offices
2 offices
Total Clients
331
Primary office
ENGLEWOOD, CO
8310 S. VALLEY HIGHWAY, SUITE 110, ENGLEWOOD, CO, United States
Top client segmentIndividuals represent 81.6% of total clients.
Top client categories% of clientsClients
1
Individuals
81.6%
270
2
HNWI
18.1%
60
3
Pooled Investment Vehicles
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$271Mas of March 31, 2026
Discretionary100.0%
$271M
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.
Total AUM$271M
Total Accounts1,079
10Y AUM Change+$252M (+1306.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee14:1
10Y Employee Change+22 (+1100.0%)
* 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.