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Parr Financial Group, LLC (Memphis)


Parr Financial Group, LLC is an adviser based in Memphis. It manages $6 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Tennessee and Texas.

Parr Financial Group provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Parr Financial Group: assets under management

The assets under management (AUM) of Parr Financial Group, LLC is $6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -89% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $375 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Parr Financial Group, LLC for their services and products based on a percentage of assets under management. 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.

Based in Memphis

The principal office where Parr Financial Group, LLC performs its advisory services is located at 5100 Poplar Avenue, Suite 3117, Memphis, TN 38137, 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 901-680-5266 or by fax 901-680-5587. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.


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