Unclaimed Profile

Michael Hunter Aldrich

PARALLEL ADVISORS, LLC·SAN FRANCISCO, California

SIE, Series 7, Series 9, Series 10, Series 63Clean recordPARALLEL ADVISORS, LLC

150 SPEAR STREET, SAN FRANCISCO, CA 94105CRD# 4778339Firm CRD# 140800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Hunter Aldrich · SAN FRANCISCO, CA

Registration

CRD #4778339 · PARALLEL ADVISORS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARALLEL ADVISORS, LLC

CRD 140800 · SEC 801-68107

AUM

$7.1B

Regulatory assets under management

Employees

111

19,694 client accounts

Services offered by PARALLEL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARALLEL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael Hunter Aldrich offer?

Michael Hunter Aldrich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Michael Hunter Aldrich's credentials?

Michael Hunter Aldrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Hunter Aldrich located?

Michael Hunter Aldrich is based in SAN FRANCISCO, California, working with PARALLEL ADVISORS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Michael Hunter Aldrich charge for services?

Michael Hunter Aldrich's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARALLEL ADVISORS, LLC?

PARALLEL ADVISORS, LLC has approximately 111 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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