$271.3M Total AUM
$271.3M Disc. AUM
32.8% 3Y CAGR
24 Employees
332 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-27-2012
- Office Locations
- 8
Office Locations
1125 W. Rogers Blvd. Unit B Skiatook OK
17291 Irvine Blvd STE 340 Tustin CA
18841 VIA Sereno Yorba Linda CA
About Parsonex Advisory Services, Inc.
Parsonex Advisory Services, Inc. is a Englewood-based RIA with 8 offices. The firm has been operating for 14 years. Managing $271.3M in total assets under management, with 2 advisory representatives. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
50 AVG AGE
$135.7M AVG AUM / ADVISOR
$817.2K AVG AUM / CLIENT
4.5 yrs AVG TENURE
24 Employees
2 Advisory Reps
9 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Focus meridian
Client Personas
Ridge
Investment Themes
Alpha
Investment Vehicles
Vertex radial Catalyst element
Services
Glacier optima Pathway pioneer Beacon Pioneer
Owner & Executives
Jonathan Edward Miller
Chief Compliance Officer, Chief Executive Officer, Director, Financial Professional
- CRD
- #4153196
- Ownership
- Less than 5%
(859) 696-2868
alpha.delta@deltacapital.com
in linkedin.com/in/timber-crest
Matthew Ryan Pettera
Chief Compliance Officer
- CRD
- #6399972
- Ownership
- Less than 5%
(330) 321-2762
pioneer.bridge@ridgecapital.com
in linkedin.com/in/vital-foundation
Showing 2 of 2 owners & executives
Unlock allContacts
Salma Abdulla
MANAGING DIRECTOR
- CRD
- #4961794
(744) 235-6599
crest.focus@insightcapital.com
in linkedin.com/in/summit-peak
A
ANDREW LAWRENCE ALLARD
Financial Professional
- CRD
- #1862846
(812) 433-2242
oak.glacier@legacycapital.com
in linkedin.com/in/element-value
F
Focus ember
Eagle unison timber
- CRD
- #23451
(810) 216-6845
foundation.unison@oakcapital.com
in linkedin.com/in/meridian-legacy
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $271,312,952 | $251,449 |
| Non-Discretionary | $0 | -- |
| Total | $271,312,952 | $251,449 |
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Separately Managed Accounts
Total SMA Asset: $238,238,906
Equity - Exchange:
18.6% Public Funds:
24.4% Cash:
46.2% U.S. Government/Agency:
10.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,147,917,648 | 18.6% |
| Public Funds | $1,505,870,463 | 24.4% |
| Cash | $2,851,279,319 | 46.2% |
| U.S. Government/Agency | $666,532,828 | 10.8% |
| Total | $6,171,600,258 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION ATLAS BEACON | UNISON MERIDIAN | 807FWZSSP | QONGJ | 1.48% | $103,693,816 |
| VITAL ELEMENT | OAK PEAK | UUO686R0S | QVCZN | 5.47% | $44,633,862 |
| UNISON ATLAS FOCUS | SIGNAL HARBOR | RRV6VL67P | CQO | 4.82% | $109,229,160 |
| LEGACY PATHWAY CAPITAL | ALPHA MOMENTUM | 0K2G0114X | NXOI | 8.10% | $66,795,683 |
| ZENITH EMBER | LEGACY FUSION | OWG6Z31SN | HSFL | 6.85% | $72,768,535 |
| WAVE VERTEX MOMENTUM | WAVE SUMMIT | O5A8WEV6P | RQKE | 10.85% | $34,769,457 |
| PEAK FUSION | SIGNAL ELEMENT | O99SLRD9R | YJZYQ | 8.00% | $107,609,111 |
| RADIAL PATHWAY UNISON | PEAK CREST | FQLT6HA20 | FAYQA | 8.28% | $49,276,878 |