Key facts
as of Sep 2026- Notable investors include Summit Financial (New Jersey).
- 1 institutional filer reports fund marks on Parsons Broach Financial Services across 9 filings.
- Status: Privately Held (backing).
- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Parsons Broach Financial Services
- ·The full record, as it builds
Recorded secondary trades
No secondary trades in Parsons Broach Financial Services shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
1 filers · latest Apr 20261 SEC-registered fund reported 9 fair-value marks on Parsons Broach Financial Services between Apr 2025 and Apr 2026. Filer-level marks and implied $/share are available to Pro members.
Funding rounds
No funding rounds for Parsons Broach Financial Services are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
Investors
1About Parsons Broach Financial Services
Provider of comprehensive financial advisory services, including investment management, retirement planning, estate planning, and risk management, intended to help clients achieve their most fulfilling life. The company offers personalized financial planning and investment management services, utilizing a conservative approach to wealth optimization, thereby enabling clients to navigate economic complexities and build a strong legacy.
- Sector
- Financial Services
- HQ
- Montgomery, AL, United States
- Founded
- 2011
- Website
- parsonsbroachfs.com/
- Ownership
- Privately Held (backing)