Investment adviser · CRD 105815

PARKER CARLSON & JOHNSON

Investment adviser filing (IA)

DAYTON, OH, United States · Form ADV filed Nov 20, 2015

Regulatory AUM
$288M
Form ADV · Item 5.F
Client accounts
333
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Nov 20, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Fixed

Principal office

7812 MCEWEN ROAD, SUITE 400
DAYTON, OH, 45459, United States

CRD 105815

Filing source

Form ADV 956789 · Nov 20, 2015 · 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.