Parallel Advisors
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
150 Spear St Ste 950, San Francisco, Cal...Phone Number
(866) 627-6984Website
www.paralleladvisors.comRevenue
$70.6 MillionIndustry
About Parallel Advisors
Founded in 2006, Parallel is one of the leading RIAs in the country. We are a planning-first firm providing innovative investment solutions with a fiduciary standard. We serve our clients with the highest standards of integrity, professionalism and excellence.
Our clients trust us as partners; we help solve the financial decisions impacting families and institutions. Our dedicated professionals span investments, tax advice, our trust company and family office. Together, we'll work with you to craft innovative investment strategies, transfer wealth, handle stock options, create and review long term financial plans, philanthropic goals and retirement solutions.
Plan for your future. Build your legacy. Start now.Explore more
Parallel Advisors Org Chart
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Founded in 2006, Parallel is one of the leading RIAs in the country. We are a planning-first firm providing innovative investment solutions with a fiduciary standard. We serve our clients with the highest standards of integrity, professionalism and excellence. Our clients trust us as partners; we help solve the financial decisions impacting famili... Read More
