Investment adviser · CRD 150946
PARKER ADVISORY GROUP, LLC
Investment adviser filing (IA)
ST. GEORGE, UT, United States · Form ADV filed Feb 22, 2024
- Regulatory AUM
- $188M Form ADV · Item 5.F
- Client accounts
- 463 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 66 | $125,904,620 | 67.1% |
| Individuals | 131 | $61,743,319 | 32.9% |
Filing source
Form ADV 1822443 · Feb 22, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 22, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Hourly · Fixed
Principal office
20 NORTH MAIN STREET, SUITE 202ST. GEORGE, UT, 84770, United States
CRD 150946
Filing source
Form ADV 1822443 · Feb 22, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.