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
Jerry Rendic (CRD# 2250186) 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.
Jacob Schutt (CRD# 4588040) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.
Lia Seara (CRD# 5823084) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 13 years of experience in the finance industry.
Kameron Smith (CRD# 6103216) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.
Michael Stephens (CRD# 2726593) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.
John Stull (CRD# 1705291) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 36 years of experience in the finance industry.
Stephen Weatherby (CRD# 4151364) 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.
Darin Fierstein (CRD# 2608446) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 19 years of experience in the finance industry.
Heather Katzenstein (CRD# 5514735) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.
Ivan Lancaster (CRD# 7445750) is an Investment Advisor Representative working at Parallel Advisors, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.