RIA Intel›Advisers›Pennsylvania›PARSONS CAPITAL MANAGEMENT, LLC

PARSONS CAPITAL MANAGEMENT, LLC

Advisory

N·NEW HOPE, PA

Data as of Nov 14, 2024 · Source: SEC Form ADV

Total AUM

$804M

1-Year AUM Growth

+24.5%

3-Year CAGR

+10.0%

Employees

2

Assets Under Management

Total AUM$804M

Discretionary AUM$804M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients671

Team

Total Employees2

Investment Advisers6

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record39

First FilingJul 29, 2002

Latest FilingNov 14, 2024

🔒 Full AUM trend chart and 39 historical filings spanning 22+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PARSONS CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.