Parallel Advisors
Financial Services, 150 Spear St, San Francisco, California, 94105, United States, 51-200 Employees
Phone Number: +18*********
Who is PARALLEL ADVISORS
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to h...
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Headquarters: 150 Spear St, San Francisco, California, 94105, United States
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Date Founded: 2006
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Employees: 51-200
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Revenue: $50 Million to $100 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 561990 |
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Frequently Asked Questions Regarding Parallel Advisors
Answer: Parallel Advisors's headquarters are located at 150 Spear St, San Francisco, California, 94105, United States
Answer: Parallel Advisors's phone number is +18*********
Answer: Parallel Advisors's official website is https://paralleladvisors.com
Answer: Parallel Advisors's revenue is $50 Million to $100 Million
Answer: Parallel Advisors's SIC: 6282
Answer: Parallel Advisors's NAICS: 561990
Answer: Parallel Advisors has 51-200 employees
Answer: Parallel Advisors is in Financial Services
Answer: Parallel Advisors contact info: Phone number: +18********* Website: https://paralleladvisors.com
Answer: Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: Financial planning Investment management Investment manager due diligence Retirement planning analysis Philanthropic planning and evaluation Institutional style bond and cash management Portfolio analysis and comparison of investments and/or managers Tax planning and preparation Risk, insurance and annuity analysis Research services Intergenerational wealth transfer strategies
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