Parallel Advisors

Financial Services

Parallel Advisors (“Parallel”) is a registered, independent wealth management firm specializing in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families, and trusts accomplish their financial goals. Based in San Francisco but with offices in multiple states, Parallel provides innovative, unrestricted, and comprehensive solutions for all clients. Parallel Advisors proudly manages a large and growing base of client assets and offers deep expertise in tax and estate planning and robust investment management.

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Status:

Active

Year Invested:

2022

Headquarters:

San Francisco, CA

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