Parlan Financial Corp is an adviser based in Toledo. It manages $35.14 million of regulatory assets for 209 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Michigan and Ohio.
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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.