Parallel Advisors, Llc

Description

• 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, Dayton, Denver and Honolulu, 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 planningInvestment managementInvestment manager due diligenceRetirement planning analysisPhilanthropic planning and evaluationInstitutional style bond and cash managementPortfolio analysis and comparison of investments and/or managersTax efficient transfer of assets from brokerage accountsRisk, insurance and annuity analysisResearch servicesIntergenerational wealth transfer strategies
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  Headquarters:150 Spear Street Suite 950, San Francisco, California, United States

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  Phone Number: +1 866-627-6984

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  Website: https://www.paralleladvisors.com

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  Employees:65

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  Revenue:$10 - 50M

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  Legal Name:Parallel Advisors, Llc

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• |  NAICS Code: 561990  |

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