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PARSONEX ADVISORY SERVICES, INC.
CRD 160275File 801-74543
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$271.3M
Below cohort median (national)
Discretionary AUM
$271.3M
Clients
331
1,079 accounts
Employees
24
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 27, 2012
- Principal office
- 8310 S. VALLEY HIGHWAY, SUITE 110, ENGLEWOOD, CO, 80112
- Phone
- 303-662-8700
- Website
- HTTP://PARSONEXADVISORY.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $271.3M
- Discretionary AUM
- $271.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,079
- Non-discretionary accounts
- 0
- Total accounts
- 1,079
- AUM per client
- $820K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 60 | $146.9M |
| Pooled investment vehicles | 1 | $33.1M |
| Individuals (other than high net worth individuals) | 270 | $91.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 5 | 24 | increased by19 |
| Apr 1, 2026 | Clients | 609 | 331 | decreased by278 |
| Apr 1, 2026 | AUM | $174,840,469 | $271,312,952 | increased by$96,472,483 |
| Apr 1, 2026 | Accounts | 609 | 1,079 | increased by470 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 234 | 609 | increased by375 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $100,393,643 | $174,840,469 | increased by$74,446,826 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 234 | 609 | increased by375 |
| Apr 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2022 | Clients | 212 | 234 | increased by22 |
| Apr 1, 2022 | AUM | $87,950,497 | $100,393,643 | increased by$12,443,146 |
| Apr 1, 2022 | Accounts | 329 | 234 | decreased by95 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PARSONEX ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PARSONEX ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.