Overview
Assets Under Management: $574.0 billion
Headquarters: SEATTLE, WA
High-Net-Worth Clients: 198
Average Client Assets: $311 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 198
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.73
Average High-Net-Worth Client Assets: $311 million
Total Client Accounts: 201,647
Discretionary Accounts: 201,418
Non-Discretionary Accounts: 229
Regulatory Filings
CRD Number: 114310
Filing ID: 2010004
Last Filing Date: 2025-08-15 19:13:00
Website: https://parametricportfolio.com