otherRIA · CRD 300517SEC-Registered

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Parsons Financial Group, LLC

Parsons Financial Group, LLC is an SEC-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1...

Parsons Financial Group, LLC

Parsons Financial Group, LLC is an SEC-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

other

Frequently asked questions

Who runs investment decisions at Parsons Financial Group?

Parsons Financial Group, LLC has not publicly disclosed its investment leadership. The firm's management structure and decision-making process are not on record through any available independent sources.

How does Parsons Financial Group source proprietary deal flow?

The firm's sourcing strategy is not described in any public documents. Without an official website or filings, it is not possible to confirm whether the firm relies on proprietary networks, intermediaries, or other channels for deal sourcing.

Is Parsons Financial Group structured as a single family office or does it operate more like a venture firm?

The structure of Parsons Financial Group is not publicly classified. The firm's registration as an LLC provides no insight into whether it functions as a family office, a financial advisory firm, or another type of entity.

Does Parsons Financial Group participate in fund commitments or only direct deals?

There is no public record of Parsons Financial Group making fund commitments or direct investments. The firm's investment activity — if any — has not been disclosed.

What investment stages does Parsons Financial Group typically target?

No information is available about the investment stages — such as venture, growth, or buyout — that Parsons Financial Group targets. The firm's investment focus has not been publicly documented.

Which sectors does Parsons Financial Group explicitly avoid?

Parsons Financial Group has not published any sector exclusion policies or investment criteria. The firm's sector preferences and avoids are unknown.

Where does the underlying wealth come from for Parsons Financial Group?

The source of capital behind Parsons Financial Group has not been disclosed. Without a principal name or wealth origin, the firm's capital base cannot be traced to a specific family, industry, or fortune.

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