Parcion Private Wealth LLC

Parcion Private Wealth LLC (CRD# 305115) is a financial advisory firm headquartered in Bellevue, WA. They manage $1,745,409,940 in 1,221 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
    1,745
    MILLION
  • Total Number of Accounts
    1,221
    ACCOUNTS
  • Average Account Value
    $1,429,492
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
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, AZ, CA, ID, OR, TX, UT, WA

Financial Advisors at Parcion Private Wealth LLC
Showing 11 - 13 of 13 top financial advisors.
11
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. Stacee Kratovil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

12
Emma Lea-Biles, financial advisor Bellevue WA
Emma Lea-Biles
CRD#: 7662848
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Emma Lea-Biles (CRD# 7662848) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has 1 year of experience in the finance industry.

13
Jacob Mahoney, financial advisor Bellevue WA
Jacob D. Mahoney
CRD#: 5289602
11980 Ne 24th St, Suite 210, Bellevue, WA 98005

Jacob Mahoney (CRD# 5289602) is an Investment Advisor Representative working at Parcion Private Wealth LLC in Bellevue, WA and has over 13 years of experience in the finance industry.

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