PARALLEL ADVISORS, LLC

150 Spear Street
Suite 1600
San Francisco, California 94105
Tel: 866-627-6984

About PARALLEL ADVISORS, LLC

PARALLEL ADVISORS, LLC, formally registered with the SEC as PARALLEL ADVISORS, LLC. The firm was established in 06/26/2007. They have over 14 offices throughout the country.

PARALLEL ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $7,076,381,972 assets under management, offering retirement planning & investment advisory services to 19694 clients. The firm is staffed with 111 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140800
SEC#	801-68107
Assets Managed by Firm	$7,076,381,972
No. of Clients	19694
No. of Advisors	111

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	19694	$7,076,381,972
Individuals (other than high net worth individuals)	2524	$2,265,711,913
High net worth individuals	1067	$4,615,637,475
Pension and profit sharing plans	39	$117,473,762
Charitable organizations	5	$8,684,495
Corporations or other businesses	23	$68,874,327

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