PARKER FINANCIAL ADVISORS LLC
  • PARKER FINANCIAL ADVISORS LLC

Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 09/17/2019
ADV Location HOUSTON, TX, United States
Contact Info 832 xxxxxxx
Websites
AUM* 217,619,860 25%
of that, discretionary 208,380,707 20%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 606,183 15%
% High Net Worth 67.90% -1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

208M 179M 149M 119M 89M 60M 30M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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