PARSEC FINANCIAL MANAGEMENT INC
Legal name: PARSEC FINANCIAL
CRD #104919 SEC #801-16359 ASHEVILLE, NC (828) 255-0271
SEC Registered
Total AUM
$3.7B
Discretionary
$3.6B
Employees
76
Clients
--
Accounts
6,580
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $3.7B | $3.6B | $194.1M | 76 | 9 |
| Mar 2023 | $3.7B | $3.6B | $194.1M | 76 | 9 |
| Jul 2022 | $4.2B | $4B | $225.4M | 73 | 7 |
| Mar 2022 | $4.2B | $4B | $225.4M | 73 | 7 |
| Nov 2021 | $3.4B | $3.2B | $200.4M | 68 | 9 |
| Jul 2021 | $3.4B | $3.2B | $200.4M | 68 | 9 |
| Mar 2021 | $3.4B | $3.2B | $200.4M | 68 | 9 |
| Nov 2020 | $3B | $2.8B | $166.3M | 64 | 7 |
| Jun 2020 | $3B | $2.8B | $166.3M | 64 | 7 |
| May 2020 | $3B | $2.8B | $166.3M | 64 | 7 |
| May 2020 | $3B | $2.8B | $166.3M | 64 | 7 |
| Apr 2020 | $3B | $2.8B | $166.3M | 64 | 7 |
| Mar 2020 | $3B | $2.8B | $166.3M | 64 | 7 |
| Oct 2019 | $2.4B | $2.3B | $148.3M | 60 | 186 |
| Oct 2019 | $2.4B | $2.3B | $148.3M | 60 | 186 |
| Apr 2019 | $2.4B | $2.3B | $148.3M | 60 | 186 |
| Mar 2019 | $2.4B | $2.3B | $148.3M | 60 | 186 |
| Jan 2019 | $2.6B | $2.4B | $152.8M | 60 | 463 |
| Dec 2018 | $2.6B | $2.4B | $152.8M | 60 | 463 |
| Oct 2018 | $2.6B | $2.4B | $152.8M | 60 | 463 |
| Sep 2018 | $2.6B | $2.4B | $152.8M | 60 | 463 |
| Jul 2018 | $2.6B | $2.4B | $152.8M | 60 | 463 |
| Jun 2018 | $2.6B | $2.4B | $152.8M | 60 | 463 |
| May 2018 | $2.6B | $2.4B | $152.8M | 60 | 463 |
| Apr 2018 | $2.6B | $2.4B | $152.8M | 60 | 463 |
| Mar 2018 | $2.6B | $2.4B | $152.8M | 60 | 463 |
| Oct 2017 | $2B | $1.9B | $126.9M | 27 | 33 |
| Jul 2017 | $2B | $1.9B | $126.9M | 27 | 1,500 |
| Jun 2017 | $2B | $1.9B | $126.9M | 27 | 1,500 |
| Mar 2017 | $2B | $1.9B | $126.9M | 27 | 1,500 |
| Nov 2016 | $1.7B | $1.6B | $117M | 23 | 1,300 |
| Jun 2016 | $1.7B | $1.6B | $117M | 23 | 1,300 |
| Mar 2016 | $1.7B | $1.6B | $117M | 23 | 1,300 |
| Feb 2016 | $1.7B | $1.6B | $117.5M | 20 | 1,200 |
| Dec 2015 | $1.7B | $1.6B | $117.5M | 20 | 1,200 |
| Oct 2015 | $1.7B | $1.6B | $117.5M | 20 | 1,200 |
| Oct 2015 | $1.7B | $1.6B | $117.5M | 20 | 1,200 |
| Jun 2015 | $1.7B | $1.6B | $117.5M | 20 | 1,200 |
| Mar 2015 | $1.7B | $1.6B | $117.5M | 20 | 1,200 |
| Mar 2015 | $1.7B | $1.6B | $117.5M | 20 | 1,200 |
| Jan 2015 | $1.6B | $1.5B | $104M | 19 | 1,200 |
| Apr 2014 | $1.6B | $1.5B | $104M | 19 | 1,200 |
| Mar 2014 | $1.6B | $1.5B | $104M | 19 | 1,200 |
| Aug 2013 | $1.3B | $1.2B | $99.8M | 16 | 1,200 |
| Jul 2013 | $1.3B | $1.2B | $99.8M | 16 | 1,200 |
| May 2013 | $1.3B | $1.2B | $99.8M | 16 | 1,200 |
| May 2013 | $1.3B | $1.2B | $99.8M | 16 | 1,200 |
| Apr 2013 | $1.3B | $1.2B | $99.8M | 16 | 1,200 |
| Mar 2013 | $1.3B | $1.2B | $99.8M | 16 | 1,200 |
| Feb 2013 | $1.2B | $1B | $115M | 16 | 1,200 |
| Jan 2013 | $1.2B | $1B | $115M | 16 | 1,200 |
| Mar 2012 | $1.2B | $1B | $115M | 11 | 1,200 |
| Mar 2011 | $1.1B | $1B | $107.4M | -- | -- |
| Jan 2011 | $987.9M | $892M | $95.8M | -- | -- |
| Apr 2010 | $987.9M | $892M | $95.8M | -- | -- |
| Apr 2010 | $987.9M | $892M | $95.8M | -- | -- |
| May 2009 | $749.7M | $682.4M | $67.3M | -- | -- |
| Jan 2009 | $991.2M | $895.1M | $96M | -- | -- |
| Jan 2008 | $868.5M | $754M | $114.5M | -- | -- |
| Mar 2007 | $868.5M | $754M | $114.5M | -- | -- |
| Dec 2006 | $770.6M | $640.2M | $130.5M | -- | -- |
| Mar 2006 | $770.6M | $640.2M | $130.5M | -- | -- |
| Dec 2004 | $560.7M | $560.7M | $0 | -- | -- |
| Dec 2004 | $560.7M | $560.7M | $0 | -- | -- |
| Jul 2004 | $560.7M | $560.7M | $0 | -- | -- |
| Mar 2004 | $560.7M | $560.7M | $0 | -- | -- |
| May 2001 | $462.9M | $0 | $462.9M | -- | -- |
DateApr 2023
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$194.1M
Employees76
Clients9
DateMar 2023
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$194.1M
Employees76
Clients9
DateJul 2022
Total AUM$4.2B
Discretionary$4B
Non-Disc.$225.4M
Employees73
Clients7
DateMar 2022
Total AUM$4.2B
Discretionary$4B
Non-Disc.$225.4M
Employees73
Clients7
DateNov 2021
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$200.4M
Employees68
Clients9
DateJul 2021
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$200.4M
Employees68
Clients9
DateMar 2021
Total AUM$3.4B
Discretionary$3.2B
Non-Disc.$200.4M
Employees68
Clients9
DateNov 2020
Total AUM$3B
Discretionary$2.8B
Non-Disc.$166.3M
Employees64
Clients7
DateJun 2020
Total AUM$3B
Discretionary$2.8B
Non-Disc.$166.3M
Employees64
Clients7
DateMay 2020
Total AUM$3B
Discretionary$2.8B
Non-Disc.$166.3M
Employees64
Clients7
DateMay 2020
Total AUM$3B
Discretionary$2.8B
Non-Disc.$166.3M
Employees64
Clients7
DateApr 2020
Total AUM$3B
Discretionary$2.8B
Non-Disc.$166.3M
Employees64
Clients7
DateMar 2020
Total AUM$3B
Discretionary$2.8B
Non-Disc.$166.3M
Employees64
Clients7
DateOct 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$148.3M
Employees60
Clients186
DateOct 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$148.3M
Employees60
Clients186
DateApr 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$148.3M
Employees60
Clients186
DateMar 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$148.3M
Employees60
Clients186
DateJan 2019
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$152.8M
Employees60
Clients463
DateDec 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$152.8M
Employees60
Clients463
DateOct 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$152.8M
Employees60
Clients463
DateSep 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$152.8M
Employees60
Clients463
DateJul 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$152.8M
Employees60
Clients463
DateJun 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$152.8M
Employees60
Clients463
DateMay 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$152.8M
Employees60
Clients463
DateApr 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$152.8M
Employees60
Clients463
DateMar 2018
Total AUM$2.6B
Discretionary$2.4B
Non-Disc.$152.8M
Employees60
Clients463
DateOct 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$126.9M
Employees27
Clients33
DateJul 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$126.9M
Employees27
Clients1,500
DateJun 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$126.9M
Employees27
Clients1,500
DateMar 2017
Total AUM$2B
Discretionary$1.9B
Non-Disc.$126.9M
Employees27
Clients1,500
DateNov 2016
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117M
Employees23
Clients1,300
DateJun 2016
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117M
Employees23
Clients1,300
DateMar 2016
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117M
Employees23
Clients1,300
DateFeb 2016
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117.5M
Employees20
Clients1,200
DateDec 2015
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117.5M
Employees20
Clients1,200
DateOct 2015
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117.5M
Employees20
Clients1,200
DateOct 2015
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117.5M
Employees20
Clients1,200
DateJun 2015
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117.5M
Employees20
Clients1,200
DateMar 2015
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117.5M
Employees20
Clients1,200
DateMar 2015
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$117.5M
Employees20
Clients1,200
DateJan 2015
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104M
Employees19
Clients1,200
DateApr 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104M
Employees19
Clients1,200
DateMar 2014
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$104M
Employees19
Clients1,200
DateAug 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$99.8M
Employees16
Clients1,200
DateJul 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$99.8M
Employees16
Clients1,200
DateMay 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$99.8M
Employees16
Clients1,200
DateMay 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$99.8M
Employees16
Clients1,200
DateApr 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$99.8M
Employees16
Clients1,200
DateMar 2013
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$99.8M
Employees16
Clients1,200
DateFeb 2013
Total AUM$1.2B
Discretionary$1B
Non-Disc.$115M
Employees16
Clients1,200
DateJan 2013
Total AUM$1.2B
Discretionary$1B
Non-Disc.$115M
Employees16
Clients1,200
DateMar 2012
Total AUM$1.2B
Discretionary$1B
Non-Disc.$115M
Employees11
Clients1,200
DateMar 2011
Total AUM$1.1B
Discretionary$1B
Non-Disc.$107.4M
Employees--
Clients--
DateJan 2011
Total AUM$987.9M
Discretionary$892M
Non-Disc.$95.8M
Employees--
Clients--
DateApr 2010
Total AUM$987.9M
Discretionary$892M
Non-Disc.$95.8M
Employees--
Clients--
DateApr 2010
Total AUM$987.9M
Discretionary$892M
Non-Disc.$95.8M
Employees--
Clients--
DateMay 2009
Total AUM$749.7M
Discretionary$682.4M
Non-Disc.$67.3M
Employees--
Clients--
DateJan 2009
Total AUM$991.2M
Discretionary$895.1M
Non-Disc.$96M
Employees--
Clients--
DateJan 2008
Total AUM$868.5M
Discretionary$754M
Non-Disc.$114.5M
Employees--
Clients--
DateMar 2007
Total AUM$868.5M
Discretionary$754M
Non-Disc.$114.5M
Employees--
Clients--
DateDec 2006
Total AUM$770.6M
Discretionary$640.2M
Non-Disc.$130.5M
Employees--
Clients--
DateMar 2006
Total AUM$770.6M
Discretionary$640.2M
Non-Disc.$130.5M
Employees--
Clients--
DateDec 2004
Total AUM$560.7M
Discretionary$560.7M
Non-Disc.$0
Employees--
Clients--
DateDec 2004
Total AUM$560.7M
Discretionary$560.7M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$560.7M
Discretionary$560.7M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$560.7M
Discretionary$560.7M
Non-Disc.$0
Employees--
Clients--
DateMay 2001
Total AUM$462.9M
Discretionary$0
Non-Disc.$462.9M
Employees--
Clients--