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Building 2PARCION PRIVATE WEALTH LLC

Map pinBELLEVUE, WA
Phone425-278-9555
NotebookSEC #801-117477
Total AUM
$3B
Employees
28
Clients
165

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11980 NE 24TH ST
SUITE 210
BELLEVUE
WA 98005
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
425-278-9555

ReceiptFinancials

Total AUM
$3B
Accounts
1,871
Discretionary
$2.1B
Accounts
941
Non-Discretionary
$826.1M
Accounts
930

ContactClients

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Individual Clients
59
AUM
$95.1M
HNW Individual Clients
106
AUM
$2.9B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAIDORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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