Parametric Portfolio Associates

Parametric Portfolio Associates (CRD# 114310) is a financial advisory firm headquartered in Seattle, WA. They manage $475,093,919,406 in 163,121 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
800 Fifth Avenue, Suite 2800, Seattle, WA 98104
https://www.facebook.com/parametric-920610347977656/
By the Numbers
  • Total Assets Under Management
    475,094
    MILLION
  • Total Number of Accounts
    163,121
    ACCOUNTS
  • Average Account Value
    $2,912,525
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
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 - 5 of 5 top financial advisors.
1
Nathan Christofferson, financial advisor Seattle WA
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 10 years of experience in the finance industry.

2
Denise Jaylene Howard, financial advisor Seattle WA
Denise Jaylene J. Howard
CRD#: 4868029
800 Fifth Avenue, Suite 2800, Seattle, WA 98104

Denise Jaylene Howard (CRD# 4868029) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 19 years of experience in the finance industry.

3
Christopher Powers, financial advisor Seattle WA
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 12 years of experience in the finance industry.

4
Bryan Sandvig, financial advisor Seattle WA
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 12 years of experience in the finance industry.

5
Devlin Timony-Balyeat, financial advisor Seattle WA
Devlin Timony-Balyeat
CRD#: 6894200
800 Fifth Avenue, Suite 2800, Seattle, WA 98104

Devlin Timony-Balyeat (CRD# 6894200) is an Investment Advisor Representative working at Parametric Portfolio Associates in Seattle, WA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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