Back to top

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $1.0B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $724.0K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

12

name start date
David Von Hemert
August 1999
Charles Bateman Parsons
April 2016
Robert White Parsons
January 1994
John Henry Mullen
December 2008
John Bond Trevor
January 2011

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    John Geddes Parsons Treasurer March, 2015 25% to 50%
    Robert White Parsons Vice President & Secretary March, 2015 25% to 50%
    Peter Meehan Hunt President/Chief Compliance Officer March, 2015 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees