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Last updated: December 6th, 2019. Data source: SEC filings.
Parsec Financial Management, federally registered in 1981, is a Registered Investment Advisor (RIA) in 27 state(s) with a licensed staff of 29 advisors. Parsec Financial Management manages $2.4 billion and provides investment advisory services for 1,664 clients (1:58 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||6|
|Percentage of Advisors Trusted||81%|
|Average Client Balance||$1,467,736|
|Total AUM||$2.4 billion|
|Advisor / Client Ratio||1:58|
|Headquarters||6 Wall ST Asheville, NC 28801|
|SEC Filings||Forms and Brochures (CRD # 104919)|
|State(s) Registered||CA, CO, CT, FL, GA, HI, IL, IN, IA, LA, MD, MA, MI, MN, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA, WI|