PARALLEL ADVISORS, LLC

SAN FRANCISCO, California·33 registered advisors·CRD# 140800
SEC# 801-6810713866-627-6984
01

Firm Overview

AUM
$7.1B
Regulatory assets under management
Employees
111
Total firm employees
Advisors
33
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PARALLEL ADVISORS, LLC

33 registered advisors
Amy Elizabeth Barker
SAN FRANCISCO, California
Brian Scott Okeefe
SAN FRANCISCO, California
Bruce Spaulding Edwards
SAN FRANCISCO, California
Charles Lucas Hatch
SAN FRANCISCO, California
Daniel Jonathan Haspel
SAN FRANCISCO, California
Diane Deluca Gabianelli
SAN FRANCISCO, California
Frederick John Molfino
SAN FRANCISCO, California
Frederick Joseph Linkner
SAN FRANCISCO, California
Heatherlyn Corey Hyde
SAN FRANCISCO, California
Jacob Frederick Schutt
SAN FRANCISCO, California
Jason Marshall Beccaris
SAN FRANCISCO, California
Jennifer No Middle Name Zhu
SAN FRANCISCO, California
Jerry Eilert Rendic
SAN FRANCISCO, California
Jordan Michael Lawrence
SAN FRANCISCO, California
Knud Bang Gotterup
SAN FRANCISCO, California
Kurt William Beyer
SAN FRANCISCO, California
Mark Joseph Baker
SAN FRANCISCO, California
Matthew Glenn Clements
SAN FRANCISCO, California
Matthew Howard Scanlan
SAN FRANCISCO, California
Matthew James Kennedy
SAN FRANCISCO, California
Michael Hunter Aldrich
SAN FRANCISCO, California
Michael Paul Ma
SAN FRANCISCO, California
Michael Whitney Stephens
SAN FRANCISCO, California
Reed Grenz Minuth
SAN FRANCISCO, California
Relura Michele Horton
SAN FRANCISCO, California
Richard Allen Ashburn
SAN FRANCISCO, California
Robert Earl Lee Aaron Henrich
SAN FRANCISCO, California
Robert John Higgins
SAN FRANCISCO, California
Roy Harvey Kissin
SAN FRANCISCO, California
Sandra Kay Pierce
SAN FRANCISCO, California
Sangeetha Kapisthalam Srinivasan
SAN FRANCISCO, California
Steve Tadao Kuriyama
SAN FRANCISCO, California
William George Clements
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
33 advisors

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Data sourced from SEC Form ADV filings. PARALLEL ADVISORS, LLC (CRD# 140800) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.