PARKER ADVISORY GROUP, LLC
CRD #150946 SEC #801-110931 ST. GEORGE, UT 435-628-8773
SEC Registered
Total AUM
$187.6M
Discretionary
$187.6M
Employees
4
Clients
11
Accounts
463
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $187.6M | $187.6M | $0 | 4 | 3 |
| Dec 2023 | $187.2M | $187.2M | $0 | 4 | 5 |
| Oct 2023 | $187.2M | $187.2M | $0 | 4 | 5 |
| Oct 2023 | $187.2M | $187.2M | $0 | 4 | 5 |
| Aug 2023 | $187.2M | $187.2M | $0 | 4 | 5 |
| Mar 2023 | $187.2M | $187.2M | $0 | 4 | 5 |
| Aug 2022 | $192.5M | $192.5M | $0 | 4 | 10 |
| Apr 2022 | $192.5M | $192.5M | $0 | 4 | 10 |
| Mar 2022 | $192.5M | $192.5M | $0 | 4 | 10 |
| Mar 2021 | $170.2M | $170.2M | $0 | 3 | 80 |
| Jun 2020 | $160.2M | $160.2M | $0 | 3 | 8 |
| Feb 2020 | $160.2M | $160.2M | $0 | 3 | 8 |
| Feb 2020 | $160.2M | $160.2M | $0 | 3 | 8 |
| Feb 2019 | $145.4M | $140.8M | $4.5M | 3 | 6 |
| Jan 2019 | $132.9M | $130.7M | $2.2M | 3 | 5 |
| Dec 2018 | $132.9M | $130.7M | $2.2M | 3 | 5 |
| Mar 2018 | $132.9M | $130.7M | $2.2M | 3 | 5 |
| Aug 2017 | $123.8M | $122M | $1.8M | 3 | 284 |
| Jun 2017 | $123.8M | $122M | $1.8M | 4 | 284 |
DateFeb 2024
Total AUM$187.6M
Discretionary$187.6M
Non-Disc.$0
Employees4
Clients3
DateDec 2023
Total AUM$187.2M
Discretionary$187.2M
Non-Disc.$0
Employees4
Clients5
DateOct 2023
Total AUM$187.2M
Discretionary$187.2M
Non-Disc.$0
Employees4
Clients5
DateOct 2023
Total AUM$187.2M
Discretionary$187.2M
Non-Disc.$0
Employees4
Clients5
DateAug 2023
Total AUM$187.2M
Discretionary$187.2M
Non-Disc.$0
Employees4
Clients5
DateMar 2023
Total AUM$187.2M
Discretionary$187.2M
Non-Disc.$0
Employees4
Clients5
DateAug 2022
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees4
Clients10
DateApr 2022
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees4
Clients10
DateMar 2022
Total AUM$192.5M
Discretionary$192.5M
Non-Disc.$0
Employees4
Clients10
DateMar 2021
Total AUM$170.2M
Discretionary$170.2M
Non-Disc.$0
Employees3
Clients80
DateJun 2020
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees3
Clients8
DateFeb 2020
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees3
Clients8
DateFeb 2020
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees3
Clients8
DateFeb 2019
Total AUM$145.4M
Discretionary$140.8M
Non-Disc.$4.5M
Employees3
Clients6
DateJan 2019
Total AUM$132.9M
Discretionary$130.7M
Non-Disc.$2.2M
Employees3
Clients5
DateDec 2018
Total AUM$132.9M
Discretionary$130.7M
Non-Disc.$2.2M
Employees3
Clients5
DateMar 2018
Total AUM$132.9M
Discretionary$130.7M
Non-Disc.$2.2M
Employees3
Clients5
DateAug 2017
Total AUM$123.8M
Discretionary$122M
Non-Disc.$1.8M
Employees3
Clients284
DateJun 2017
Total AUM$123.8M
Discretionary$122M
Non-Disc.$1.8M
Employees4
Clients284