Parsec Financial Management

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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.


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Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted 81%
Minimum Investment $400,000
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


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