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).
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Total Assets Under Management2,193MILLION
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Total Number of Accounts1,948ACCOUNTS
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Average Account Value$1,125,933
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, ID, OR, TX, UT, WA
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.