PARSONEX ADVISORY SERVICES, INC.
CRD #160275 SEC #801-74543 ENGLEWOOD, CO 303-662-8700
SEC Registered
Total AUM
$174.8M
Discretionary
$163.7M
Employees
5
Clients
10
Accounts
609
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $174.8M | $163.7M | $11.2M | 5 | 1 |
| Jan 2025 | $151.6M | $140.9M | $10.7M | 5 | 1 |
| Oct 2024 | $151.6M | $140.9M | $10.7M | 5 | 1 |
| Oct 2024 | $151.6M | $140.9M | $10.7M | 5 | 1 |
| Jun 2024 | $151.6M | $140.9M | $10.7M | 5 | 1 |
| Mar 2024 | $151.6M | $140.9M | $10.7M | 5 | 1 |
| Dec 2023 | $106.1M | $103.8M | $2.3M | 5 | 1 |
| Mar 2023 | $106.1M | $103.8M | $2.3M | 5 | 1 |
| Mar 2023 | $106.1M | $103.8M | $2.3M | 5 | 1 |
| Feb 2023 | $100.4M | $97.6M | $2.8M | 4 | 1 |
| Sep 2022 | $100.4M | $97.6M | $2.8M | 4 | 1 |
| Mar 2022 | $100.4M | $97.6M | $2.8M | 4 | 1 |
| Jul 2021 | $88M | $84.8M | $3.1M | 3 | 11 |
| May 2021 | $88M | $84.8M | $3.1M | 3 | 11 |
| Apr 2021 | $88M | $84.8M | $3.1M | 3 | 11 |
| Mar 2021 | $88M | $84.8M | $3.1M | 3 | 11 |
| Jan 2021 | $61M | $58.7M | $2.3M | 136 | 6 |
| Jan 2021 | $61M | $58.7M | $2.3M | 136 | 6 |
| Aug 2020 | $61M | $58.7M | $2.3M | 136 | 6 |
| Jun 2020 | $61M | $58.7M | $2.3M | 136 | 6 |
| May 2020 | $61M | $58.7M | $2.3M | 136 | 6 |
| Mar 2020 | $61M | $58.7M | $2.3M | 136 | 6 |
| Jan 2020 | $49.7M | $0 | $49.7M | 3 | 4 |
| Jun 2019 | $49.7M | $0 | $49.7M | 3 | 4 |
| Apr 2019 | $49.7M | $0 | $49.7M | 3 | 4 |
| Mar 2019 | $49.7M | $0 | $49.7M | 3 | 4 |
| Mar 2019 | $49.7M | $0 | $49.7M | 3 | 4 |
| Jan 2019 | $40M | $0 | $40M | 2 | 2 |
| Sep 2018 | $40M | $0 | $40M | 2 | 2 |
| May 2018 | $40M | $0 | $40M | 2 | 2 |
| Mar 2018 | $40M | $0 | $40M | 2 | 2 |
| Mar 2018 | $19.3M | $0 | $19.3M | 2 | 0 |
| Feb 2018 | $19.3M | $0 | $19.3M | 2 | 0 |
| Sep 2017 | $19.3M | $0 | $19.3M | 2 | 26 |
| Aug 2017 | $19.3M | $0 | $19.3M | 2 | 26 |
| May 2017 | $19.3M | $0 | $19.3M | 2 | 26 |
| Mar 2017 | $19.3M | $0 | $19.3M | 2 | 26 |
| Jan 2017 | $11.3M | $0 | $11.3M | 2 | 26 |
| Sep 2016 | $11.3M | $0 | $11.3M | 2 | 26 |
| Aug 2016 | $11.3M | $0 | $11.3M | 2 | 26 |
| Jul 2016 | $11.3M | $0 | $11.3M | 2 | 26 |
| May 2016 | $11.3M | $0 | $11.3M | 2 | 26 |
| Feb 2016 | $11.3M | $0 | $11.3M | 2 | 26 |
| Feb 2016 | $9.3M | $0 | $9.3M | 2 | 26 |
| Oct 2015 | $9.3M | $0 | $9.3M | 2 | 26 |
| Jul 2015 | $9.3M | $0 | $9.3M | 2 | 26 |
| Jun 2015 | $9.3M | $0 | $9.3M | 2 | 26 |
| Mar 2015 | $9.3M | $0 | $9.3M | 2 | 26 |
| Feb 2015 | $7.5M | $0 | $7.5M | 2 | 26 |
| Jan 2015 | $7.5M | $0 | $7.5M | 2 | 26 |
| Aug 2014 | $7.5M | $0 | $7.5M | 2 | 26 |
| Apr 2014 | $7.5M | $0 | $7.5M | 2 | 26 |
| Mar 2014 | $7.5M | $0 | $7.5M | 2 | 26 |
| Mar 2013 | $7.1M | $0 | $7.1M | 1 | 0 |
| Feb 2013 | $0 | $0 | $0 | 1 | 0 |
| Feb 2013 | $0 | $0 | $0 | 1 | 0 |
| Nov 2012 | $0 | $0 | $0 | 1 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
| Mar 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$174.8M
Discretionary$163.7M
Non-Disc.$11.2M
Employees5
Clients1
DateJan 2025
Total AUM$151.6M
Discretionary$140.9M
Non-Disc.$10.7M
Employees5
Clients1
DateOct 2024
Total AUM$151.6M
Discretionary$140.9M
Non-Disc.$10.7M
Employees5
Clients1
DateOct 2024
Total AUM$151.6M
Discretionary$140.9M
Non-Disc.$10.7M
Employees5
Clients1
DateJun 2024
Total AUM$151.6M
Discretionary$140.9M
Non-Disc.$10.7M
Employees5
Clients1
DateMar 2024
Total AUM$151.6M
Discretionary$140.9M
Non-Disc.$10.7M
Employees5
Clients1
DateDec 2023
Total AUM$106.1M
Discretionary$103.8M
Non-Disc.$2.3M
Employees5
Clients1
DateMar 2023
Total AUM$106.1M
Discretionary$103.8M
Non-Disc.$2.3M
Employees5
Clients1
DateMar 2023
Total AUM$106.1M
Discretionary$103.8M
Non-Disc.$2.3M
Employees5
Clients1
DateFeb 2023
Total AUM$100.4M
Discretionary$97.6M
Non-Disc.$2.8M
Employees4
Clients1
DateSep 2022
Total AUM$100.4M
Discretionary$97.6M
Non-Disc.$2.8M
Employees4
Clients1
DateMar 2022
Total AUM$100.4M
Discretionary$97.6M
Non-Disc.$2.8M
Employees4
Clients1
DateJul 2021
Total AUM$88M
Discretionary$84.8M
Non-Disc.$3.1M
Employees3
Clients11
DateMay 2021
Total AUM$88M
Discretionary$84.8M
Non-Disc.$3.1M
Employees3
Clients11
DateApr 2021
Total AUM$88M
Discretionary$84.8M
Non-Disc.$3.1M
Employees3
Clients11
DateMar 2021
Total AUM$88M
Discretionary$84.8M
Non-Disc.$3.1M
Employees3
Clients11
DateJan 2021
Total AUM$61M
Discretionary$58.7M
Non-Disc.$2.3M
Employees136
Clients6
DateJan 2021
Total AUM$61M
Discretionary$58.7M
Non-Disc.$2.3M
Employees136
Clients6
DateAug 2020
Total AUM$61M
Discretionary$58.7M
Non-Disc.$2.3M
Employees136
Clients6
DateJun 2020
Total AUM$61M
Discretionary$58.7M
Non-Disc.$2.3M
Employees136
Clients6
DateMay 2020
Total AUM$61M
Discretionary$58.7M
Non-Disc.$2.3M
Employees136
Clients6
DateMar 2020
Total AUM$61M
Discretionary$58.7M
Non-Disc.$2.3M
Employees136
Clients6
DateJan 2020
Total AUM$49.7M
Discretionary$0
Non-Disc.$49.7M
Employees3
Clients4
DateJun 2019
Total AUM$49.7M
Discretionary$0
Non-Disc.$49.7M
Employees3
Clients4
DateApr 2019
Total AUM$49.7M
Discretionary$0
Non-Disc.$49.7M
Employees3
Clients4
DateMar 2019
Total AUM$49.7M
Discretionary$0
Non-Disc.$49.7M
Employees3
Clients4
DateMar 2019
Total AUM$49.7M
Discretionary$0
Non-Disc.$49.7M
Employees3
Clients4
DateJan 2019
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees2
Clients2
DateSep 2018
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees2
Clients2
DateMay 2018
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees2
Clients2
DateMar 2018
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees2
Clients2
DateMar 2018
Total AUM$19.3M
Discretionary$0
Non-Disc.$19.3M
Employees2
Clients0
DateFeb 2018
Total AUM$19.3M
Discretionary$0
Non-Disc.$19.3M
Employees2
Clients0
DateSep 2017
Total AUM$19.3M
Discretionary$0
Non-Disc.$19.3M
Employees2
Clients26
DateAug 2017
Total AUM$19.3M
Discretionary$0
Non-Disc.$19.3M
Employees2
Clients26
DateMay 2017
Total AUM$19.3M
Discretionary$0
Non-Disc.$19.3M
Employees2
Clients26
DateMar 2017
Total AUM$19.3M
Discretionary$0
Non-Disc.$19.3M
Employees2
Clients26
DateJan 2017
Total AUM$11.3M
Discretionary$0
Non-Disc.$11.3M
Employees2
Clients26
DateSep 2016
Total AUM$11.3M
Discretionary$0
Non-Disc.$11.3M
Employees2
Clients26
DateAug 2016
Total AUM$11.3M
Discretionary$0
Non-Disc.$11.3M
Employees2
Clients26
DateJul 2016
Total AUM$11.3M
Discretionary$0
Non-Disc.$11.3M
Employees2
Clients26
DateMay 2016
Total AUM$11.3M
Discretionary$0
Non-Disc.$11.3M
Employees2
Clients26
DateFeb 2016
Total AUM$11.3M
Discretionary$0
Non-Disc.$11.3M
Employees2
Clients26
DateFeb 2016
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees2
Clients26
DateOct 2015
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees2
Clients26
DateJul 2015
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees2
Clients26
DateJun 2015
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees2
Clients26
DateMar 2015
Total AUM$9.3M
Discretionary$0
Non-Disc.$9.3M
Employees2
Clients26
DateFeb 2015
Total AUM$7.5M
Discretionary$0
Non-Disc.$7.5M
Employees2
Clients26
DateJan 2015
Total AUM$7.5M
Discretionary$0
Non-Disc.$7.5M
Employees2
Clients26
DateAug 2014
Total AUM$7.5M
Discretionary$0
Non-Disc.$7.5M
Employees2
Clients26
DateApr 2014
Total AUM$7.5M
Discretionary$0
Non-Disc.$7.5M
Employees2
Clients26
DateMar 2014
Total AUM$7.5M
Discretionary$0
Non-Disc.$7.5M
Employees2
Clients26
DateMar 2013
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees1
Clients0
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0