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PARKER ADVISORY GROUP, LLC

ST. GEORGE, UT · CRD 150946 · IAPD ↗ · parkeradvisor.com · 435-628-8773

$187.6MRegulatory AUM
2Advisory reps
4Employees
3Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2024 — PARKER ADVISORY GROUP, LLC (ST. GEORGE, UT) left the SEC roster (was $187.6M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.