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PARSONEX ADVISORY SERVICES, INC.
PARSONEX ADVISORY SERVICES, INC.
ENGLEWOOD, Colorado
·
2 registered advisors
·
CRD# 160275
SEC# 801-74543
3
303-662-8700
01
Firm Overview
AUM
$152M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PARSONEX ADVISORY SERVICES, INC.
2 registered advisors
Brian William Neustrom
ENGLEWOOD, Colorado
CRD# 5530526
Jonathan Edward Miller
ENGLEWOOD, Colorado
CRD# 4153196
05
Office Locations
ENGLEWOOD, Colorado
2 advisors
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Data sourced from SEC Form ADV filings. PARSONEX ADVISORY SERVICES, INC. (CRD# 160275) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.