Parametric Portfolio Associates

Parametric Portfolio Associates (CRD# 114310) is a financial advisory firm headquartered in Seattle, WA. They manage $265,956,945,009 in 41,340 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    265,957
    MILLION
  • Total Number of Accounts
    41,340
    ACCOUNTS
  • Average Account Value
    $6,433,405
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, WY

Financial Advisors at Parametric Portfolio Associates
Showing 1 - 7 of 7 top financial advisors.
1
Robert J. Breshock
CRD#: 3272640
1151 Fairview Avenue North, Seattle, WA 98109

Robert Breshock (CRD# 3272640) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 19 years of experience in the finance industry.

2
Nathan Q. Christofferson
CRD#: 6128801
800 Fifth Avenue, Suite 2800, Seattle, WA 98104

Nathan Christofferson (CRD# 6128801) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 6 years of experience in the finance industry.

3
Denise J. Howard
CRD#: 4868029
800 Fifth Avenue, Suite 2800, Seattle, WA 98104

Denise Howard (CRD# 4868029) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 15 years of experience in the finance industry.

4
Brian D. Langstraat
CRD#: 2112877
1151 Fairview Avenue North, Seattle, WA 98109

Brian Langstraat (CRD# 2112877) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 27 years of experience in the finance industry.

5
Gregory B. Lawson
CRD#: 5938161
800 Fifth Avenue, Suite 2800, Seattle, WA 98104

Gregory Lawson (CRD# 5938161) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 9 years of experience in the finance industry.

6
Christopher J. Powers
CRD#: 5920758
800 Fifth Avenue, Suite 2800, Seattle, WA 98104

Christopher Powers (CRD# 5920758) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 8 years of experience in the finance industry.

7
Bryan G. Sandvig
CRD#: 5648130
800 Fifth Avenue, Suite 2800, Seattle, WA 98104

Bryan Sandvig (CRD# 5648130) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 8 years of experience in the finance industry.

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