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PARSONEX ADVISORY SERVICES, INC.

ENGLEWOOD, CO · CRD 160275 · IAPD ↗ · parsonexadvisory.com · 303-662-8700

$271.3MRegulatory AUM
2Advisory reps
24Employees
1Clients
1-10Planning clients
1Private funds
36States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

69
April 2026 — PARSONEX ADVISORY SERVICES, INC. reported RAUM up 55% ($174.8M -> $271.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2026 — PARSONEX ADVISORY SERVICES, INC. now reports 1 private fund(s) ($30.4M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
42
February 2025 — PARSONEX ADVISORY SERVICES, INC. notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
November 2024 — PARSONEX ADVISORY SERVICES, INC. notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
July 2024 — PARSONEX ADVISORY SERVICES, INC. notice-filed in MT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — PARSONEX ADVISORY SERVICES, INC. reported RAUM up 43% ($106.1M -> $151.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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