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Frederick Stewart Marius

PARAMETRIC PORTFOLIO ASSOCIATES LLC·SEATTLE, Washington
Unclaimed Profile
800 FIFTH AVENUE, SEATTLE, WA 98104CRD# 3228364Firm CRD# 114310
01

About

Frederick Stewart Marius is a registered financial advisor based in SEATTLE, Washington, affiliated with PARAMETRIC PORTFOLIO ASSOCIATES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
PARAMETRIC PORTFOLIO ASSOCIATES LLC
PARAMETRIC PORTFOLIO ASSOCIATES
AUM
$475.1B
Regulatory assets under management
Employees
877
Total firm employees
View all advisors at PARAMETRIC PORTFOLIO ASSOCIATES LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3228364
Firm CRD# 114310
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Frederick Stewart Marius offer?
Frederick Stewart Marius specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Frederick Stewart Marius's credentials?
Frederick Stewart Marius is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frederick Stewart Marius located?
Frederick Stewart Marius is based in SEATTLE, Washington, working with PARAMETRIC PORTFOLIO ASSOCIATES LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Frederick Stewart Marius charge for services?
Frederick Stewart Marius's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARAMETRIC PORTFOLIO ASSOCIATES LLC?
PARAMETRIC PORTFOLIO ASSOCIATES LLC has approximately 877 employees and manages $475.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Joseph Breshock — PARAMETRIC PORTFOLIO ASSOCIATES LLCRobert Bruce Fagenson — NATIONAL ASSET MANAGEMENT, INC.William Lerner — NATIONAL ASSET MANAGEMENT, INC.David Charles Levine — NATIONAL ASSET MANAGEMENT, INC.Aaron William Singleton — PIONEER SQUARE INVESTMENT ADVISOR, LLC
Nearby cities in Washington
BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
City Guides
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Research
Advisor Fees in WashingtonNational Fee Analysis
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