9AT: PARSONEX ADVISORY SERVICES, INC.

Adviser Profile

As of Date	06/10/2026
Registration	SEC, Approved, 03/27/2012
ADV Location	ENGLEWOOD, CO, United States
Contact Info	303 xxxxxxx
Websites

AUM^*	271,312,952 79%
of that, discretionary	271,312,952 93%
Number of Employees	24 380%
of those in investment advisory functions	2
Private Fund GAV^*	30,387,458
Avg Account Size	251,449 -19%
% High Net Worth	18.13% 101%
SMA’s	Yes
Private Funds	1 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

	Count	GAV
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Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser HANSEN & ASSOCIATES FINANCIAL GROUP INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM202.4m	#Funds-
Adviser DAVIDOV WEALTH GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM174.5m	#Funds-
Adviser QUINN WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM52.0m	#Funds-
Adviser BROWN FINANCIAL MANAGEMENT GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM56.8m	#Funds-
Adviser QUEEN CITY CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM114.4m	#Funds-
Adviser DAVID S REINDERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM105.2m	#Funds-
Adviser PCG WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM931.1m	#Funds-
Adviser VERMILLION WEALTH MANAGEMENT INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM459.9m	#Funds-
Adviser BLAKESLEE & BLAKESLEE FINANCIAL ADVISERS INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM423.0m	#Funds-
Adviser EPSILON FINANCIAL GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM626.1m	#Funds-

Brochure Summary

Overview

Parsonex Advisory Services is a U.S. Securities and Exchange Commission Registered Investment Advisor. We provide financial planning, portfolio management and investment advice to individuals, high net worth individuals, pooled investment vehicles (other than investment companies), pension and profit-sharing plans, charitable organizations, and corporations or other businesses. We provide investment advisory services through independent Investment Advisor Representatives (IAR or representative) who are affiliated with Parsonex Advisory Services and sub-advisors, program sponsors, and platform affiliates. Many of our investment advisor representatives are dually registered with our affiliate Parsonex Securities, Inc. a FINRA member broker/dealer. The services we provide include: evaluation of your investment needs and objectives, development of an investment strategy or asset allocation model, identifying appropriate managers and investment vehicles, selection of sub-advisors and program sponsors, ongoing monitoring of individual asset manager performance, reviewing accounts to ensure proper asset allocations and investments, recommendations for account rebalancing if necessary, retirement planning, financial planning, estate

planning, college planning, investment policy planning, business and business continuation planning, pension consulting services, publication of periodicals or newsletters, and educational seminars/workshops. Clients utilizing Parsonex Advisory Services should be comfortable forgoing the day-to-day management of their account. Parsonex Advisory Services considers a client’s risk tolerance and investment objectives by using a questionnaire to determine asset allocation and making recommendations for investment models, investment strategies or types of investments. People who decide to utilize our programs typically need advice and guidance when making investment decisions, are at ease with a financial professional making their day-to-day investment decisions, are willing to follow a disciplined investment strategy and prefer to pay a fee based on a percentage of the assets managed for advice rather than individual commissions or sales charges. Advisors may also prepare written financial plans for a specific fee. Parsonex Advisory Services was formed in 2012 and manages approximately 100 million dollars as of the publication and filing of this brochure. Throughout 2023 the firm will be actively opening accounts for clients.

PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC.

PARSONEX FINANCIAL SERVICES, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

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PARSONEX ADVISORY SERVICES, INC. PARSONEX ADVISORY SERVICES, INC. PARSONEX FINANCIAL SERVICES, INC.

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC.

PARSONEX FINANCIAL SERVICES, INC.