PARSONS FINANCIAL GROUP, LLC

PARSONS FINANCIAL GROUP, LLC is an SEC-registered investment adviser (CRD 300517). Regulatory assets under management: $38.5M.

Registration

• CRD: 300517
• Type: Registered investment adviser
• Phone: (772) 234-0111
• Latest filing: 2026-03-10
• Regulatory AUM: $38.5M
• Discretionary AUM: $38.5M
• Clients: 1
• Accounts: 111

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 300517 on SEC IAPD (source of record)
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