Parallel Advisors, LLC
Parallel Advisors, LLC (CRD# 140800) is a financial advisory firm headquartered in San Francisco, CA. They manage $7,076,381,972 in 19,694 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management7,076MILLION
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Total Number of Accounts19,694ACCOUNTS
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Average Account Value$359,317
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Richard Ashburn (CRD# 1590050) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Anne Atkinson (CRD# 1866664) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
Amy Barker (CRD# 4646830) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Jason Beccaris (CRD# 4524388) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
Christopher Broderick (CRD# 6491628) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
Matthew Clements (CRD# 5886012) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.
William Clements (CRD# 1248265) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 39 years of experience in the finance industry.
Stephanie Cooper (CRD# 6433956) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
Donald Cuppy (CRD# 2979188) is an Investment Advisor Representative working at Parallel Advisors, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry.
Ashley Daggs (CRD# 2592728) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 26 years of experience in the finance industry.