Parallel Advisors

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Parallel Advisors Overview

Type
Multi Family Office
Year Founded

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

Year Founded:

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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