Parallel Wealth Management
Parallel Wealth Management (CRD# 286527) is a financial advisory firm headquartered in Redding, CA. They manage $18,927,921 in 101 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Parallel Wealth Management
By the Numbers
-
Total Assets Under Management19MILLION
-
Total Number of Accounts101ACCOUNTS
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Average Account Value$187,405
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Parallel Wealth Management
1
Darien Croce (CRD# 4747766) is an Investment Advisor Representative working at Parallel Wealth Management in Redding, CA and has over 16 years of experience in the finance industry.
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