PARKER ADVISORY GROUP, LLC
Adviser information for PARKER ADVISORY GROUP, LLC last updated from Form ADV on February 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 463 | $187.6M |
| Non-Discretionary | 0 | $0 |
| Total | 463 | $187.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 131 | $61.7M |
| HNW Individuals | 66 | $125.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 3 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)CONSULTING ON INV. & NON SECURITIES MATTERS |
|---|---|
| Compensation | Hourly chargesFixed feesTHIRD PARTY ADVISORY FEES |
Identifiers
| SEC RIA File Number | 801-110931 |
|---|---|
| SEC ERA File Number | 801-110931 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 150946 |
| Legal Entity Identifier | None |
Principal Office
20 NORTH MAIN STREETSUITE 202
ST. GEORGE
UT
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 435-628-8773, Fax: 435-628-8759
Websites
Chief Compliance Officer
CHAD W. PARKER
PRESIDENT
20 NORTH MAIN STREET
SUITE 202
ST. GEORGE
UT
United States
Tel:
435-628-8773
Fax:
435-628-8759
C***@****************M
(Full email address available in API data)
Industry Affiliates
| AEP INVESTMENTS, LLC, | Sponsor, GP, manager of pooled investment vehicles |
| EP WEALTH ADVISORS | Other investment adviser, including financial planners |
| NEBKA INVESTMENTS, LLC, | Sponsor, GP, manager of pooled investment vehicles |
| NUWEALTH ADVISORS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PARKER, CHAD, WILLIAM | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 11/2008 | > 75% |
| ANDERSEN, KAYLAN, DEVEN | Individual | – | ADVISOR | 01/2022 | 5-10% |