P
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
0 Employees
40 ADV. Clients
11 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2015
- Office Locations
- 1
Office Locations
-- Massapequa NY
About Parker Logan Advisors
Parker Logan Advisors is a Massapequa, NY registered investment advisor serving individual investors with portfolio guidance and planning around 401(k) rollovers to Traditional or Roth IRAs. The firm focuses on diversified portfolios using ETFs and other publicly traded funds, and emphasizes low-fee investing—stating it does not sell annuities or other high-fee products. It works with platforms such as Interactive Brokers and Betterment.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$95.0K AVG AUM / CLIENT
11.6 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
11yrs Firm Age
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Asset Classes
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Investment Themes
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Technology
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Owner & Executives
T
TEODOR RASA
Chief Investment Officer
- CRD
- --
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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