Parametric Portfolio Associates

Parametric Portfolio Associates (CRD# 114310) is a financial advisory firm headquartered in Seattle, WA. They manage $154,183,875,708 in 29,178 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    154,184
    MILLION
  • Total Number of Accounts
    29,178
    ACCOUNTS
  • Average Account Value
    $5,284,251
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Parametric Portfolio Associates
Showing 1 - 5 of 5 top financial advisors.
1
Robert J. Breshock
CRD#: 3272640
1151 Fairview Avenue North, Seattle, WA 98109
93
Wealthminder
score

Robert Breshock (CRD# 3272640) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 17 years of experience in the finance industry.

2
Brian D. Langstraat
CRD#: 2112877
1151 Fairview Avenue North, Seattle, WA 98109
93
Wealthminder
score

Brian Langstraat (CRD# 2112877) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 25 years of experience in the finance industry.

3
Gregory B. Lawson
CRD#: 5938161
1918 Eighth Avenue, Suite 3100, Seattle, WA 98101
93
Wealthminder
score

Gregory Lawson (CRD# 5938161) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 7 years of experience in the finance industry.

4
Kyle J. Lunde
CRD#: 6162508
1918 Eighth Avenue, Suite 3100, Seattle, WA 98101
89
Wealthminder
score

Kyle Lunde (CRD# 6162508) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 4 years of experience in the finance industry.

5
Daniel S. Sullivan
CRD#: 6014564
1918 Eighth Avenue, Suite 3100, Seattle, WA 98101
70
Wealthminder
score

Daniel Sullivan (CRD# 6014564) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 6 years of experience in the finance industry.

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