PARKER FINANCIAL ADVISORS LLC
CRD #305188 SEC #801-117329 HOUSTON, TX 832-476-3495
SEC Registered Disclosures
Total AUM
$190.9M
Discretionary
$186.6M
Employees
2
Clients
51
Accounts
344
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $190.9M | $186.6M | $4.3M | 2 | 0 |
| Jun 2024 | $174M | $173.1M | $867.6K | 2 | 0 |
| Jan 2024 | $174M | $173.1M | $867.6K | 2 | 0 |
| Jan 2023 | $162.8M | $162.4M | $449.4K | 2 | 0 |
| Jan 2022 | $195.2M | $194.8M | $408K | 2 | 0 |
| Mar 2021 | $172.8M | $172.7M | $96.2K | 2 | 0 |
| Feb 2021 | $172.8M | $172.7M | $96.2K | 2 | 0 |
| May 2020 | $167.1M | $167M | $99K | 2 | 0 |
| May 2020 | $169.8M | $169.8M | $21.3K | 2 | 0 |
| Apr 2020 | $169.8M | $169.8M | $21.3K | 2 | 0 |
| Jan 2020 | $169.8M | $169.8M | $21.3K | 2 | 0 |
| Sep 2019 | $0 | $0 | $0 | 2 | 0 |
| Aug 2019 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$190.9M
Discretionary$186.6M
Non-Disc.$4.3M
Employees2
Clients0
DateJun 2024
Total AUM$174M
Discretionary$173.1M
Non-Disc.$867.6K
Employees2
Clients0
DateJan 2024
Total AUM$174M
Discretionary$173.1M
Non-Disc.$867.6K
Employees2
Clients0
DateJan 2023
Total AUM$162.8M
Discretionary$162.4M
Non-Disc.$449.4K
Employees2
Clients0
DateJan 2022
Total AUM$195.2M
Discretionary$194.8M
Non-Disc.$408K
Employees2
Clients0
DateMar 2021
Total AUM$172.8M
Discretionary$172.7M
Non-Disc.$96.2K
Employees2
Clients0
DateFeb 2021
Total AUM$172.8M
Discretionary$172.7M
Non-Disc.$96.2K
Employees2
Clients0
DateMay 2020
Total AUM$167.1M
Discretionary$167M
Non-Disc.$99K
Employees2
Clients0
DateMay 2020
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$21.3K
Employees2
Clients0
DateApr 2020
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$21.3K
Employees2
Clients0
DateJan 2020
Total AUM$169.8M
Discretionary$169.8M
Non-Disc.$21.3K
Employees2
Clients0
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0