How does the advisor help clients – Key Takeaways:
PARAMETRIC HOLDINGS LLC is a leading financial institution providing expert advice to clients in their financial endeavors. With a professional team of advisors, they are dedicated to helping individuals and institutions achieve their financial goals.
Facts and Insights
Founded in 1994, PARAMETRIC HOLDINGS LLC has over 25 years of experience in the financial industry. With a strong focus on research and analytics, they offer valuable insights and recommendations to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $14 billion | 100+ | 25+ years |
Financial Services Offered
PARAMETRIC HOLDINGS LLC offers a comprehensive range of financial services to meet the unique needs of their clients. These services include portfolio management, retirement planning, tax management, risk management, and more.
Client Types
PARAMETRIC HOLDINGS LLC caters to a diverse range of clients, including individuals, families, businesses, and institutions. Their personalized approach ensures that each client receives tailored solutions to achieve their specific financial goals.
Fees & Compensation
PARAMETRIC HOLDINGS LLC operates on a fee-based compensation structure, with fees based on a percentage of assets under management. This ensures that their interests are aligned with those of their clients, as their success is tied to the growth and success of their clients’ portfolios.
Background
PARAMETRIC HOLDINGS LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). The firm has a team of highly qualified and experienced advisors who are committed to providing top-notch financial advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, PARAMETRIC HOLDINGS LLC is required to disclose any potential conflicts of interest or disciplinary actions. This information is readily available on their website and through the SEC’s investment advisor public disclosures website.