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Manuel Antonio Lugo garcia

Parallel Advisors, LLC

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About Manuel Antonio Lugo garcia

Manuel Antonio Lugo garcia is an Investment Advisor Representative registered with Parallel Advisors, LLC and has been in the industry since 2014. Manuel Lugo garcia holds the Series 65 license and is a Certified Financial Planner. Manuel Lugo garcia has experience working at Polaris Greystone, Golub Group, Destination Wealth Management and currently is employed at Parallel Advisors, LLC. Parallel Advisors, LLC is an investment advisor based in San Francisco, CA, which provides a number of advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Parallel Advisors, LLC has approximately 7076381972 in total assets under management, with 19694 total accounts.

Firm Information

Manuel Lugo garcia is currently registered with Parallel Advisors, LLC. Parallel Advisors, LLC is a registered investment advisor headquartered in San Francisco, California. They provide financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have approximately $7 billion in assets under management.
Parallel Advisors, LLC

150 SPEAR STREET

SAN FRANCISCO, CA 94105

$7.08B

Assets Under Management

35

Total Clients

56

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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Manuel Lugo garcia’s Registration & Firm History

CA

01/11/2024 - Present

Parallel Advisors, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 01/08/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Manuel Antonio Lugo garcia.
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