PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC. of ENGLEWOOD, CO is an SEC-registered investment adviser (CRD 160275). Regulatory assets under management: $271.3M.

Registration

• CRD: 160275
• SEC file number: 801-74543
• Type: Registered investment adviser
• Location: 8310 S. VALLEY HIGHWAY, SUITE 110, ENGLEWOOD, CO, 80112
• Phone: 303-662-8700
• Latest filing: 2026-06-10
• Regulatory AUM: $271.3M
• Discretionary AUM: $271.3M
• Clients: 24
• Accounts: 1,079

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos.

Officers, owners & control persons (6)

Disclosures (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160275 on SEC IAPD (source of record)
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