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Parallel Advisors Overview
Type
Multi Family Office
Year Founded
2006
General Information
Parallel Advisors is a multi-family office headquartered in San Francisco. Founded in 2006 by CEO C.J. Rendic, a former UBS advisor, the firm provides comprehensive wealth management, financial planning, tax strategy and investment advisory services to affluent individuals, families and endowments across the United States. Its team-based model emphasizes fiduciary alignment, open-architecture portfolios and multi-generational estate planning.
Contact Information
Website:
https://www.paralleladvisors.com/
Year Founded:
2006
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
San Francisco, CA, United States
Portfolio & Notable Allocations
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