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PARALLEL EQUITY ADVISORS LTD.
CRD 153265
5650 BLAZER PARKWAY, SUITE 112, DUBLIN, OH, 43017, United States
Phone
614-354-5452
Fax
614-734-8504
Registration
— (—)
Source
State registered
Total AUM
$50.4M
Discretionary AUM
$0
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 378 | $30.7M |
| High net worth individuals | 6 | $14.1M |
| Pension/profit sharing plans | 3 | $5.5M |
All web addresses on file
Official SEC filing: View on IAPD