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Parametric Portfolio Associates

Headquartered in SEATTLE, WA

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Firm Information

Parametric Portfolio Associates is an investment advisor with offices in Seattle, Washington. They manage a range of investment portfolios for a diverse clientele, including individuals, families, corporations, and institutions. They have over $475 billion in regulatory assets under management. They offer a variety of investment advisory services, including portfolio management for individuals, families, businesses, and institutions, as well as portfolio management for pooled investment vehicles and investment companies. They also participate in wrap fee programs.

Parametric Portfolio Associates

800 FIFTH AVENUE

SEATTLE, WA 98104

$475.09B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (3)

PARAMETRIC PORTFOLIO ASSOCIATES has a total of 3 branch locations across the country.
location

SEATTLE, WA

location

New York, NY

location

Boston, MA

Advisors at Parametric Portfolio Associates

View All 7 Advisors
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Devlin Timony-balyeat

RA

SEATTLE, WA

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Kevin Lynyak

RA

SEATTLE, WA

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Bryan Gregory Sandvig

RA

SEATTLE, WA

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Christopher John Powers

RA

SEATTLE, WA

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Nathan Quinn Christofferson

RA

SEATTLE, WA

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Lauren A Murphy

RA

Boston, MA

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Denise jaylene Jaylene Howard

CFA®, RA

SEATTLE, WA

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Disclosures

There are no public disclosures for Parametric Portfolio Associates.

Frequently Asked Questions (8)

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