CRD: 147413
Parker Financial Planning, Llc.
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Crest insight
- Established Date
- 07-15-2008
- Office Locations
- 1
Office Locations
1201 6TH AVE W Suite 100 Bradenton FL
About Parker Financial Planning, Llc.
Parker Financial Planning, Llc. is a Bradenton-based RIA. The firm has been operating for 18 years. Managing $11.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
54 AVG AGE
$11.6M AVG AUM / ADVISOR
$608.3K AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Client Personas
Insight foundation Bridge north
Investment Themes
Meridian delta Horizon
Investment Vehicles
Signal meridian
Services
Insight Glacier Atlas radial Quantum prime
Technology
Unison
Owner & Executives
C
CHRIS FRANKLIN PARKER
Corporate Counsel, Financial Advisor, PRINCIPAL
- CRD
- #2495502
- Ownership
- 75% or more
(761) 750-8064
legacy.ember@oakcapital.com
in linkedin.com/in/peak-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,556,995 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,556,995 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,556,995
Other:
72.8% Cash:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $6,184,494,344 | 72.8% |
| Cash | $2,310,690,195 | 27.2% |
| Total | $8,495,184,539 | 100.0% |