Parker/Hunter Incorporated is a large advisory firm based in Pittsburgh. It manages $468.54 million of regulatory assets for 391 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Ohio, Pennsylvania, and 3 other states.
Parker/Hunter Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Parker/Hunter Incorporated is $468.54 million. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Parker/Hunter Incorporated for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. 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.
William R Newlin has been acting as President since 1 Jan 1995. Robert William Kampmeinert joined the executive team most recently as the President, & Director.
The principal office where Parker/Hunter Incorporated performs its advisory services is located at 600 Grant Street 31 St Fl, Pittsburgh, PA 15219 2784, 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 412-562-8000 or by fax 412-562-8291. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at www.parkerhunter.com.