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
Steve Kuriyama (CRD# 1326708) is an Investment Advisor Representative working at Parallel Advisors, LLC in Honolulu, HI and has over 39 years of experience in the finance industry.
Victor Liao (CRD# 2647776) 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.
Frederick Linkner (CRD# 1226240) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
Michael Ma (CRD# 4475896) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.
Matthew McGuire (CRD# 4092184) is an Investment Advisor Representative working at Parallel Advisors, LLC in Oklahoma City, OK and has over 24 years of experience in the finance industry.
Mary Meyer (CRD# 2599134) is an Investment Advisor Representative working at Parallel Advisors, LLC in Honolulu, HI and has over 25 years of experience in the finance industry.
James Mills (CRD# 5087549) is an Investment Advisor Representative working at Parallel Advisors, LLC in Englewood, CO and has over 17 years of experience in the finance industry.
Frederick Molfino (CRD# 2280316) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 31 years of experience in the finance industry.
Douglas Moss (CRD# 7007269) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.
Ramon Polin (CRD# 2212831) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 32 years of experience in the finance industry.