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PARALLEL ADVISORS, LLC
SAN FRANCISCO, CA
866-627-6984
SEC #801-68107Total AUM
$10.3B
Employees
137Clients
4,241Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
150 SPEAR STREET
SUITE 1600
SAN FRANCISCO
CA 94105
United States
SUITE 1600
SAN FRANCISCO
CA 94105
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
866-627-6984
Other Offices
19
Financials
Total AUM
$10.3B
Accounts
4,242Discretionary
$10.3B
Accounts
4,240Non-Discretionary
$3.6M
Accounts
2
Clients
Individual Clients
3,156AUM
$3.8B
HNW Individual Clients
1,013AUM
$5.4B
Pension/Profit Sharing Plan Clients
39AUM
$909.7M
Charitable Organization Clients
8AUM
$24.9M
Investment Advisor Clients
1AUM
$3M
Corporation or Business Clients
24AUM
$100.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.