Parcion Private Wealth LLC

Parcion Private Wealth LLC (CRD# 305115) is a financial advisory firm headquartered in Bellevue, WA. They manage $2,193,318,212 in 1,948 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
11980 Ne 24th St, Suite 210, Bellevue, WA 98005
http://www.parcionpw.com
By the Numbers
  • Total Assets Under Management
    2,193
    MILLION
  • Total Number of Accounts
    1,948
    ACCOUNTS
  • Average Account Value
    $1,125,933
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, ID, OR, TX, UT, WA

Financial Advisors at Parcion Private Wealth LLC
Showing 1 - 10 of 11 top financial advisors.
1
Kathleen Carbone, financial advisor Bellevue WA
Kathleen E. Carbone
CRD#: 6183322
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Kathleen Carbone (CRD# 6183322) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 8 years of experience in the finance industry.

2
Terrance Cook, financial advisor Bellevue WA
Terrance L. Cook
CRD#: 2363262
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Terrance Cook (CRD# 2363262) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 30 years of experience in the finance industry.

3
Stacy Hemphill, financial advisor Bellevue WA
Stacy M. Hemphill
CRD#: 7007140
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Stacy Hemphill (CRD# 7007140) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

4
Jennifer Nagai, financial advisor Bellevue WA
Jennifer Nagai
CRD#: 4924329
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Jennifer Nagai (CRD# 4924329) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 18 years of experience in the finance industry.

5
Brendan Sullivan, financial advisor Bellevue WA
Brendan M. Sullivan
CRD#: 5524052
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Brendan Sullivan (CRD# 5524052) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 15 years of experience in the finance industry.

6
Peter Barnes, financial advisor Bellevue WA
Peter Barnes
CRD#: 7329058
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Peter Barnes (CRD# 7329058) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 3 years of experience in the finance industry.

7
Peter Besel, financial advisor Bellevue WA
Peter G. Besel
CRD#: 7134238
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Peter Besel (CRD# 7134238) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 3 years of experience in the finance industry.

8
Kevin Chen, financial advisor Bellevue WA
Kevin C. Chen
CRD#: 7853412
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Kevin Chen (CRD# 7853412) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry.

9
Owen Hymel, financial advisor Bellevue WA
Owen H. Hymel
CRD#: 7683021
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Owen Hymel (CRD# 7683021) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry.

10
Stacee Kratovil, financial advisor Bellevue WA
Stacee L. Kratovil
CRD#: 7185765
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Stacee Kratovil (CRD# 7185765) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry.

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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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