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Home > Retirement Planners > washington > seattle > PARAMETRIC PORTFOLIO ASSOCIATES
PARAMETRIC PORTFOLIO ASSOCIATES
800 Fifth Avenue
Suite 2800
Seattle, Washington 98104
Tel: 206-694-5575
About PARAMETRIC PORTFOLIO ASSOCIATES
PARAMETRIC PORTFOLIO ASSOCIATES, formally registered with the SEC as PARAMETRIC PORTFOLIO ASSOCIATES. The firm was established in 08/17/2001. They have over 6 offices throughout the country.
PARAMETRIC PORTFOLIO ASSOCIATES is a Seattle, Washington based Financial Planning firm with nearly $386,290,864,100 assets under management, offering retirement planning & investment advisory services to 132036 clients. The firm is staffed with 836 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 114310 |
| SEC# | 801-60485 |
| Assets Managed by Firm | $386,290,864,100 |
| No. of Clients | 132036 |
| No. of Advisors | 836 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 132036 | $386,290,864,100 |
| Individuals (other than high net worth individuals) | 86774 | $36,840,583,267 |
| High net worth individuals | 38867 | $149,346,778,121 |
| Pension and profit sharing plans | 480 | $47,289,904,347 |
| Charitable organizations | 1339 | $44,997,088,941 |
| Corporations or other businesses | 4174 | $32,617,023,142 |
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