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).
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Total Assets Under Management475,094MILLION
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Total Number of Accounts163,121ACCOUNTS
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Average Account Value$2,912,525
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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
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.
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.
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.
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.
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.