Paracle Advisors LLC
- Assets, Funds, Holdings
| Paracle Advisors LLC
|
| CRD # | 130726 |
| SEC # | 801-63993 |
| CIK # | 0001648101 |
| AUM |
|
| Employees |
22 (64% Investors, 0% Brokers)
|
| Phone | 206-466-6200 |
| Address | 7900 SE 28th Street, Suite 204
Mercer Island, WA 98040 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
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Total AUM ($MM)
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Form 13F Holdings |
Cap ($MM) |
Value ($MM) |
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| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
118
|
63.3 |
| (b) Individuals (high net worth individuals) |
325
|
1,329.5 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
1 |
3.5 |
| (h) Charitable organizations |
2 |
3.1 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
3 |
10.5 |
| (n) Other |
0 |
0.0 |
| Total |
1,767 |
1,409.9 |
| By Discretionary |
| Discretionary |
1,762 |
1,404.7 |
| Non-Discretionary |
5 |
5.1 |
| Total |
1,767 |
1,409.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,409.9 |
| Total |
1,767 |
1,409.9 |
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