PARKER FINANCIAL, LLC

PARKER FINANCIAL, LLC is an SEC-registered investment adviser (CRD 145670). Regulatory assets under management: $18.5M.

Registration

• CRD: 145670
• Type: Registered investment adviser
• Phone: 301-751-7553
• Latest filing: 2025-08-05
• Regulatory AUM: $18.5M
• Discretionary AUM: $18.5M
• Clients: 1
• Accounts: 117

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145670 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search