PARALLEL EQUITY ADVISORS LTD.

RIASEC Registered

Total AUM

$50.4M

Discretionary

$0

0% of AUM

Avg account

$130K

Accounts

387

Employees

5

Advisory reps

5

Firm details

Headquarters: DUBLIN, Ohio
CRD number: 153265
Website: www.know-parallel.com
Custodians: CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals60.95%
HNWI28.06%
Pension & Profit Sharing Plans10.99%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Parallel Equity Advisors Ltd. is an independent, individually owned RIA that combines advisory services with insurance brokerage. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting, and charges a mix of percentage-of-AUM, hourly, and fixed fees. They do not position themselves as a capital allocator and are not an active ESG investor. Client types include both individual and family clients and institutional relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds85%
Exchange Traded Equities11%
Cash & Cash Equivalents4%

Owners & executives

1 of 1

AARON GARDNER
Chief Compliance OfficerCRD 2838431

Contacts

3 of 4

Bart Fisher
Associate PartnerCRD 7320992
RYAN SMITH
PartnerCRD 4507372
Bianka Fisher
Registered RepresentativeCRD 7950982

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

DUBLIN, OH

FRANKLIN

Location

DUBLIN, OH

Headquartered in DUBLIN, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area: Columbus-Marion-Zanesville, OH
Region: Midwest
County: FRANKLIN
Address: 5650 Blazer Pkwy
Time zone: ET (UTC-5)
Office locations

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