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Building 2PARACLE ADVISORS LLC

Map pinMERCER ISLAND, WA
Phone206-466-6200
NotebookSEC #801-63993
Total AUM
$1.4B
Employees
22
Clients
449

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7900 SE 28TH STREET, SUITE 204
MERCER ISLAND
WA 98040
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
206-466-6200

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,767
Discretionary
$1.4B
Accounts
1,762
Non-Discretionary
$5.1M
Accounts
5

ContactClients

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Individual Clients
118
AUM
$63.3M
HNW Individual Clients
325
AUM
$1.3B
Pension/Profit Sharing Plan Clients
1
AUM
$3.5M
Charitable Organization Clients
2
AUM
$3.1M
Corporation or Business Clients
3
AUM
$10.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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