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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Custody | false | true |
| Aug 12, 2026 | Registration | — | APPROVED |
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.