Investment adviser · CRD 104919

PARSEC FINANCIAL

Investment adviser filing (IA)

PARSEC FINANCIAL MANAGEMENT INC

ASHEVILLE, NC, United States · Form ADV filed Apr 25, 2023

Regulatory AUM
$3.75B
Form ADV · Item 5.F
Client accounts
6,580
Accounts, not individual clients
Employees
76
Reported in this filing
Advisory professionals
30
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals1,004$3,023,105,67680.7%
Individuals995$478,275,04512.8%
Retirement plans45$177,813,2694.7%
Charities13$49,858,5951.3%
Corporations & businesses12$16,656,4160.4%
Filing source

Form ADV 1755760 · Apr 25, 2023 · 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 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: Apr 25, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

6 WALL ST
ASHEVILLE, NC, 28801, United States

CRD 104919

Filing source

Form ADV 1755760 · Apr 25, 2023 · 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.