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Home > Retirement Planners > washington > bellevue > PARCION PRIVATE WEALTH LLC
PARCION PRIVATE WEALTH LLC
11980 Ne 24th St
Suite 210
Bellevue, Washington 98005
Tel: 425-278-9555
About PARCION PRIVATE WEALTH LLC
PARCION PRIVATE WEALTH LLC, formally registered with the SEC as PARCION PRIVATE WEALTH LLC. The firm was established in 10/11/2019. They have over 1 offices throughout the country.
PARCION PRIVATE WEALTH LLC is a Bellevue, Washington based Financial Planning firm with nearly $2,193,318,212 assets under management, offering retirement planning & investment advisory services to 1948 clients. The firm is staffed with 29 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305115 |
| SEC# | 801-117477 |
| Assets Managed by Firm | $2,193,318,212 |
| No. of Clients | 1948 |
| No. of Advisors | 29 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1948 | $2,193,318,212 |
| Individuals (other than high net worth individuals) | 126 | $32,245,364 |
| High net worth individuals | 160 | $2,080,989,532 |
| Charitable organizations | Fewer than 5 clients | $63,298,193 |
| Corporations or other businesses | 12 | $16,785,123 |
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