Parsec Financial Management Review

Trust Score 97%
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Parsec Financial Management, federally registered in 1981, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 29 advisors. Parsec Financial Management manages $2.4 billion and provides investment advisory services for 1,850 clients (1:64 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $400,000
Avg Account Balance $1,320,169
Hybrid Advisor No
Disciplinary History No
Total AUM $2.4 billion
Advisor / Client Ratio 1:64
Headquarters 6 Wall ST Asheville, NC 28801
SEC Filings Forms and Brochures
State(s) Registered CA, CO, CT, FL, GA, HI, IL, IN, LA, MD, MA, MI, MN, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA, WI

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