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 11 - 11 of 11 top financial advisors.
11
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 14 years 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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