$446.5K Total AUM
$446.5K Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Transamerica
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
18333 Preston RD #325p Dallas TX
About Parker Prescott Capital Management
Parker Prescott Capital Management is an independent Dallas, Texas RIA providing wealth management plus financial and investment planning. The firm uses a diversified, value-oriented approach and looks for both long- and short-term opportunities in publicly traded companies, including ETF-based portfolios. Minimum investment is $25,000.
Team overview
45 AVG AGE
$446.5K AVG AUM / ADVISOR
$148.8K AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Available
Available
Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHRIS DANGER BENTLEY
Owner
- CRD
- #4689318
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $446,526 | -- |
| Non-Discretionary | $0 | -- |
| Total | $446,526 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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