Overview
Assets Under Management: $195 million
Headquarters: CAMAS, WA
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 823
Non-Discretionary Accounts: 823
Regulatory Filings
CRD Number: 322683
Last Filing Date: 2025-02-14 00:00:00
Website: https://parawealthadvisors.com