C.L. PARKER, INC.
Legal name: PARKER FINANCIAL ADVISORS
CRD #114213 SEC #801-77990 HOUSTON, TX 832-476-3495
SEC Registered Disclosures
Total AUM
$161.5M
Discretionary
$161.5M
Employees
2
Clients
51
Accounts
294
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2019 | $161.5M | $161.5M | $0 | 2 | 0 |
| Mar 2019 | $161.5M | $161.5M | $0 | 2 | 0 |
| Sep 2018 | $167.5M | $167.5M | $0 | 2 | 1 |
| Mar 2018 | $167.5M | $167.5M | $0 | 2 | 1 |
| Jan 2017 | $154.2M | $154.2M | $0 | 2 | 26 |
| Mar 2016 | $139.7M | $139.7M | $0 | 2 | 26 |
| Jun 2015 | $142.7M | $142.6M | $123.4K | 2 | 26 |
| Apr 2015 | $136.1M | $136M | $123.4K | 2 | 26 |
| Mar 2015 | $136.1M | $136M | $123.4K | 2 | 26 |
| Dec 2014 | $126.1M | $126M | $118.6K | 2 | 26 |
| Sep 2014 | $126.1M | $126M | $118.6K | 2 | 26 |
| Jul 2014 | $126.1M | $126M | $118.6K | 2 | 26 |
| Mar 2014 | $126.1M | $126M | $118.6K | 2 | 26 |
| Apr 2013 | $108.9M | $108.9M | $0 | 2 | 26 |
| Apr 2012 | $79.1M | $79M | $109.5K | 1 | 26 |
| Mar 2012 | $79.1M | $79M | $109.5K | 1 | 26 |
| Feb 2012 | $79.1M | $79M | $109.5K | 1 | 26 |
| Feb 2012 | $79.1M | $79M | $109.5K | 1 | 26 |
| Apr 2011 | $70.5M | $70.5M | $0 | 5 | -- |
| Apr 2011 | $70.5M | $70.5M | $0 | 5 | -- |
| Mar 2011 | $70.5M | $70.5M | $0 | 5 | -- |
| Oct 2010 | $62.2M | $62.2M | $0 | 5 | -- |
| Mar 2010 | $54.6M | $54.6M | $0 | 5 | -- |
| Mar 2009 | $44.4M | $44.4M | $0 | 5 | -- |
| Mar 2007 | $39.3M | $36.3M | $3M | 5 | -- |
| Mar 2006 | $32.3M | $28.2M | $4M | 5 | -- |
| Nov 2005 | $31.9M | $28.1M | $3.8M | 5 | -- |
| Nov 2005 | $31.9M | $28.1M | $3.8M | 5 | -- |
DateApr 2019
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$161.5M
Discretionary$161.5M
Non-Disc.$0
Employees2
Clients0
DateSep 2018
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees2
Clients1
DateMar 2018
Total AUM$167.5M
Discretionary$167.5M
Non-Disc.$0
Employees2
Clients1
DateJan 2017
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$139.7M
Discretionary$139.7M
Non-Disc.$0
Employees2
Clients26
DateJun 2015
Total AUM$142.7M
Discretionary$142.6M
Non-Disc.$123.4K
Employees2
Clients26
DateApr 2015
Total AUM$136.1M
Discretionary$136M
Non-Disc.$123.4K
Employees2
Clients26
DateMar 2015
Total AUM$136.1M
Discretionary$136M
Non-Disc.$123.4K
Employees2
Clients26
DateDec 2014
Total AUM$126.1M
Discretionary$126M
Non-Disc.$118.6K
Employees2
Clients26
DateSep 2014
Total AUM$126.1M
Discretionary$126M
Non-Disc.$118.6K
Employees2
Clients26
DateJul 2014
Total AUM$126.1M
Discretionary$126M
Non-Disc.$118.6K
Employees2
Clients26
DateMar 2014
Total AUM$126.1M
Discretionary$126M
Non-Disc.$118.6K
Employees2
Clients26
DateApr 2013
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees2
Clients26
DateApr 2012
Total AUM$79.1M
Discretionary$79M
Non-Disc.$109.5K
Employees1
Clients26
DateMar 2012
Total AUM$79.1M
Discretionary$79M
Non-Disc.$109.5K
Employees1
Clients26
DateFeb 2012
Total AUM$79.1M
Discretionary$79M
Non-Disc.$109.5K
Employees1
Clients26
DateFeb 2012
Total AUM$79.1M
Discretionary$79M
Non-Disc.$109.5K
Employees1
Clients26
DateApr 2011
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$70.5M
Discretionary$70.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$62.2M
Discretionary$62.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$44.4M
Discretionary$44.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$39.3M
Discretionary$36.3M
Non-Disc.$3M
Employees5
Clients--
DateMar 2006
Total AUM$32.3M
Discretionary$28.2M
Non-Disc.$4M
Employees5
Clients--
DateNov 2005
Total AUM$31.9M
Discretionary$28.1M
Non-Disc.$3.8M
Employees5
Clients--
DateNov 2005
Total AUM$31.9M
Discretionary$28.1M
Non-Disc.$3.8M
Employees5
Clients--