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PARAMETRIC PORTFOLIO ASSOCIATES
SEATTLE, WA
206-694-5500
SEC #801-60485Total AUM
$684.8B
Employees
1,109Clients
240,292Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
800 FIFTH AVENUE
SUITE 2800
SEATTLE
WA 98104
United States
SUITE 2800
SEATTLE
WA 98104
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
206-694-5500
Other Offices
5
Financials
Total AUM
$684.8B
Accounts
240,280Discretionary
$643.9B
Accounts
238,603Non-Discretionary
$40.9B
Accounts
1,677
Clients
Individual Clients
151,182AUM
$64.9B
HNW Individual Clients
78,745AUM
$318.5B
Banking Clients
1AUM
$0
Investment Company Clients
97AUM
$37.4B
Pooled Vehicle Clients
114AUM
$14.4B
Pension/Profit Sharing Plan Clients
559AUM
$107.9B
Charitable Organization Clients
1,755AUM
$74.3B
Government Entity Clients
19AUM
$1.4B
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
93AUM
$508.6M
Sovereign Wealth Fund Clients
1AUM
$1.5M
Corporation or Business Clients
7,725AUM
$65.4B
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 27 business affiliates.
Claimed Affiliates
Reported as an affiliate by 25 other businesses.