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Parallel Advisors

Parallel Advisors is an investment advisor in San Francisco with $3.81B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
204420591
SEC advisor number
801-68107
FINRA CRD number
140800
AUM ?
$3.81B (as of 31 Mar 21)
Accounts
8,129 (as of 31 Mar 21)
Employees
65 (35 investment advisory or research)
Address
Parallel Advisors
150 SPEAR STREET, STE 950
SAN FRANCISCO
CA 94105
Phone
4157289198

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 365 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
$134.12M 680.42K
$20.84M 8.32K
$18.97M 217.56K
$18.24M 364K
$15.34M 182.9K
$15.08M 64.5K
Vanguard European
$13.76M 210.69K
$10M 178.53K
Vanguard Dividend Appreciation Etf
$9.2M 59.46K
$9.01M 847.39K
Vanguard Ftse Developed Markets Etf
$8.32M 161.44K
$6.07M 72.01K
$5.69M 33.93K
$5.58M 168.84K
$5.27M 52.18K
$5.11M 8.73K
$4.66M 11.64K
$4.37M 28.52K
$4.05M 17.84K
$3.35M 23.77K
$3.17M 10.77K
$3.17M 28.15K
$3.02M 26.08K
Vanguard Total International Stock Etf
$2.91M 44.35K
$2.59M 14.22K
$2.44M 18.71K
$1.74M 29.77K
$1.71M 5.96K
$1.65M 8.92K
$1.64M 31.28K
$1.56M 16.32K
$1.47M 31.16K
Vanguard Total International Bond Etf
$1.46M 25.59K
$1.39M 3.59K
$1.35M 6.78K
$1.25M 8.9K
Wisdomtree Cloud Computing Fund
$1.15M 25.37K
$1.12M 17.72K
$1.12M 24.66K
$1.07M 7.21K
$1.04M 4.72K
$983.96K 12.72K
$978K 10.41K
$888K 4.77K
$791K 174.94K
$784K 45.46K
$734K 12.54K
$710K 10.54K
$658K 14.82K
$643K 2.07K
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings