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)
| Initiated | Type | Allegations | Status | Amount |
|---|
| — | regulatory | — | — | — |
Private funds (1)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| E.M.O. STERLING RETURN LT FUND | Other Private Fund | New York | 45 | $30.4M | $150K |
Branch offices (2)
| City | State | Employees | Phone |
|---|
| TUSTIN | CA | 1 | 714-360-6991 |
| ORANGE | CA | 1 | (714) 602-3192 |
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