Assets Under Management
$2.5B
Number of Clients
175
Number of Advisors
13
Average Client AUM
$14.4M
AUM per Advisor
$194.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Parcion Private Wealth provides comprehensive wealth management services, including financial planning, consulting, and discretionary/non-discretionary investment portfolio management. They allocate assets among equities, debt securities, ETFs, mutual funds, and independent investment managers. They also recommend alternative investments for eligible clients. Services are tailored to individual client needs.
11980 NE 24th St, Suite 210, Bellevue, WA, 98005