Parsonex Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year. The firm advises 1 private fund.
Parsonex Advisory Services reports 331 clients. They include 270 individual clients, 60 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 100.0% ($271M across 1,079 accounts) are managed with discretion. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 82% | 34% |
| High-net-worth individuals | 18% | 54% |
| Pooled investment vehicles | <1% | 12% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 270 | $91.4M | 33.7% | $338K |
| High-net-worth individuals | 60 | $147M | 54.1% | $2.45M |
| Pooled investment vehicles | 1 | $33.1M | 12.2% | $33.1M |
| Total | 331 | $271M | 100% | $820K |
- Clients
- 270
- Regulatory AUM
- $91.4M
- AUM share
- 33.7%
- Avg. per client
- $338K
- Clients
- 60
- Regulatory AUM
- $147M
- AUM share
- 54.1%
- Avg. per client
- $2.45M
- Clients
- 1
- Regulatory AUM
- $33.1M
- AUM share
- 12.2%
- Avg. per client
- $33.1M
Total
- Clients
- 331
- Regulatory AUM
- $271M
- AUM share
- 100%
- Avg. per client
- $820K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 1–10
Parsonex Advisory Services charges 0.40%–1.00% a year for its Managed Brokerage Accounts; its fees and minimums are set out in its brochures on the SEC website.
Parsonex Enterprises, Inc. owns 75% or more of Parsonex Advisory Services and is in turn owned by Jonathan Miller (75% or more). It has 24 employees, 2 of them in advisory roles.
Staff
- 24 employees
- 2 in advisory functions
- 9 state-registered reps
- 11 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Parsonex Advisory Services, Inc.
Parsonex Enterprises, Inc.
Control person · since December 2011
- Owns 75% or more of Parsonex Enterprises, Inc.
Jonathan Miller
Control person · since December 2011
Parsonex Advisory Services’ regulatory assets grew 3.1× from $88M (July 2021) to $271M (June 2026); clients rose from 212 to 331 and employees from 3 to 24.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $271M | 331 | 24 | 3 |
| Mar 2025March 2025 | $175M | 609 | 5 | 4 |
| Jun 2024June 2024 | $152M | 487 | 5 | 4 |
| Mar 2023March 2023 | $106M | 333 | 5 | 5 |
| Mar 2022March 2022 | $100M | 234 | 4 | 4 |
| Jul 2021July 2021 | $88M | 212 | 3 | 5 |
Besides its headquarters, Parsonex Advisory Services has 2 offices, with 3 listed addresses across 2 states.
California · 2 listed addresses
- 17291 Irvine BLVD, Suite 340, Tustin
- 333 City BLVD West, Suite 1700, Orange
Colorado · 1 listed address
- 8310 S. Valley Highway, Suite 110, EnglewoodHQ
Other business names
Parsonex Advisory Services has reported 1 other business name to the SEC.
- Parsonex Financial Services, Inc.
Contact and registration details
- Legal name
- Parsonex Advisory Services, Inc.
- Headquarters
- 8310 S. Valley Highway, Suite 110, Englewood, CO 80112
- Website
- Not reported
- Phone
- 303-662-8700
- SEC file
- 801-74543
- Structure
- Colorado corporation
- Fiscal year end
- December
Parsonex Advisory Services does not have custody of client assets.
At year end, Parsonex Advisory Services’ separately managed accounts were mostly in stocks (75%) and funds (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $115M across 50 positions; the largest are Alphabet Inc. (9.9%), Crowdstrike Hldgs Inc. (8.6%) and Apple Inc. (5.0%).
What the accounts hold
- Stocks75%
- Funds20%
- Bonds2%
- Cash3%
How many clients does Parsonex Advisory Services have?
Parsonex Advisory Services has 331 clients and manages $271 million for them, as of June 2026. They include 270 individual clients, 60 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 June 2026
What services does Parsonex Advisory Services offer?
Parsonex Advisory Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Parsonex Advisory Services charge?
Parsonex Advisory Services charges 0.40%–1.00% a year for its Managed Brokerage Accounts.
Source: PARSONEX ADVISORY SERVICES BROCHURE 3-2023, filed 31 March 2026
How many financial advisors does Parsonex Advisory Services have?
Parsonex Advisory Services has 9 investment adviser representatives registered with state securities authorities, out of 24 employees, and 2 perform investment advisory functions. 11 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Parsonex Advisory Services invest in?
At the end of its last fiscal year, Parsonex Advisory Services’ separately managed accounts held 75% exchange-traded equities, 20% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents and 2% U.S. government and agency bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Parsonex Advisory Services?
Parsonex Advisory Services is owned through a holding company by Jonathan Miller. Its direct owner is Parsonex Enterprises, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 June 2026
How does Parsonex Advisory Services get paid?
Parsonex Advisory Services is paid through a percentage of assets under management, hourly charges, subscription fees and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Parsonex Advisory Services?
Parsonex Advisory Services’ main office is at 8310 S. Valley Highway, Suite 110, Englewood, CO 80112. Its phone number is 303-662-8700.