Parametric Risk Advisors

Parametric Risk Advisors (CRD# 143616) is a financial advisory firm headquartered in Westport, CT. They manage $5,130,692,362 in 472 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,131
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $10,870,111
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 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, VT, WA, WI, WV

Financial Advisors at Parametric Risk Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Bradley S. Berggren
CRD#: 2283515
518 Riverside Avenue, Westport, CT 06880
93
Wealthminder
score

Bradley Berggren (CRD# 2283515) is an Investment Advisor Representative working at Parametric Risk Advisors in Westport, CT and has over 23 years of experience in the finance industry.

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