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Joel Cassel Marcus

PARAMETRIC PORTFOLIO ASSOCIATES LLC·SEATTLE, Washington
Unclaimed Profile
1918 EIGHTH AVENUE, SEATTLE, WA 98101CRD# 3060232Firm CRD# 114310
01

About

Joel Cassel Marcus 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# 3060232
Firm CRD# 114310
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joel Cassel Marcus offer?
Joel Cassel Marcus specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SEATTLE, Washington for a consultation.
What are Joel Cassel Marcus's credentials?
Joel Cassel Marcus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joel Cassel Marcus located?
Joel Cassel Marcus 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 Joel Cassel Marcus charge for services?
Joel Cassel Marcus'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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Other advisors in SEATTLE
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
BELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
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