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Parallel Advisors, LLC

Financial Services

Specialities :
Wealth management
Financial planning
Investing
Investment management
Independent

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Parallel Advisors, LLC

What does Parallel advisors, llc do?+

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, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, 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: Parallels advisors work as a team...

What are Parallel advisors, llc's specialties? +

Wealth management,financial planning,investing,investment management,independent,registered investment advisor,fiduciary,financial advisor,and governance

What is Parallel advisors, llc's industry? +

Parallel advisors, llc operates in the Financial services industry.

What is Parallel advisors, llc's revenue? +

Parallel advisors, llc's revenue is 11m - 100m

What is Parallel advisors, llc's company size? +

Parallel advisors, llc has 51 - 200 employees.

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