Parlan Financial Corp (Toledo)

Parlan Financial Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Parlan Financial Corp: assets under management

The assets under management (AUM) of Parlan Financial Corp is $35.14 million. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $24.61 million in discretionary accounts and $10.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $329.01 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Parlan Financial Corp for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Parlan Financial Corp

Helen Bolanisparker has been acting as President since 1 Mar 1988. Joan Mary Winkle joined the executive team most recently as the President, Chief Compliance Officer.

Direct owners and executive officers

Based in Toledo

The principal office where Parlan Financial Corp performs its advisory services is located at 5942 Renaissance Place Ste. D, Toledo, OH 43623, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 419-885-1130 or by fax 419-885-1131. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.parlan.com.

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