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Parallel Advisors LLC
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CRD # | 140800 |
SEC # | 801-68107 |
CIK # | 0001690010 |
AUM | $5.7 BB (2023-03-31) |
Employees | 91 (46% Investors, 0% Brokers) |
Phone | 866-627-6984 |
Address | 150 Spear Street, Suite 950 San Francisco, CA 94105 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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CIK | Period |
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0001690010 | |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
Apple Inc | 2,382.8 | 0.1 | |
Corcept Therapeutics Inc | 2.6 | 0.1 | |
CVB Financial Corp | 3.6 | 0.1 | |
Microsoft Corp | 1,918.2 | 0.0 | |
Amazon Com Inc | 1,093.0 | 0.0 | |
Alphabet Inc | 1,482.6 | 0.0 | |
Nvidia Corp | 399.6 | 0.0 | |
SPDR Gold Trust | 0.0 | ||
Alphabet Inc | 1,475.1 | 0.0 | |
Okta Inc | 14.6 | 0.0 | |
Costco Wholesale Corp /NEW | 207.6 | 0.0 | |
Chevron Corp | 294.6 | 0.0 | |
AbbVie Inc | 269.5 | 0.0 | |
Thermo Fisher Scientific Inc | 209.7 | 0.0 | |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 2,333 | 1.3 |
(b) Individuals (high net worth individuals) | 1,127 | 4.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 40 | 0.1 |
(h) Charitable organizations | 7 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 18 | 0.1 |
(n) Other | 0 | 0.0 |
Total | 12,632 | 5.7 |
By Discretionary | ||
Discretionary | 12,629 | 5.7 |
Non-Discretionary | 3 | 0.0 |
Total | 12,632 | 5.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 5.7 | |
Total | 12,632 | 5.7 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001690010] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Cadaret Grant & Co Inc
✚
|
NY | 5.8 |
Asset Preservation Advisors LLC
✚
|
GA | 5.8 |
Valmark Advisers Inc
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|
OH | 5.8 |
Advisory Services Network LLC
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|
GA | 5.8 |
R M Davis Inc
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|
ME | 5.8 |
East End Advisors LLC
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|
NY | 5.7 |
Stephens Investment Management Group LLC
✚
|
AR | 5.7 |
Heck Capital Advisors LLC
✚
|
WI | 5.6 |
Nuance Investments LLC
✚
|
MO | 5.6 |
Toroso Investments LLC
✚
|
WI | 5.6 |