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- Custodian
- Charles Schwab & Company · Matrix Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Momentum catalystOptima
- Established Date
- 04-21-2010
- Office Locations
- 1
Office Locations
About Parallel Equity Advisors Ltd.
Parallel Equity Advisors, Ltd. (founded 2010, Dublin, OH) is an IAR-owned advisory firm providing fee-based asset management and financial planning for first responders, families, individual investors, and closely held businesses. The team emphasizes a proactive, education-driven planning process and implements portfolios primarily via public funds and equities, with experience across mutual funds, insurance/annuity solutions, and risk management; custody includes Charles Schwab.
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Owner & Executives
AARON CHRISTOPHER GARDNER
Chief Compliance Officer, Financial Advisor
- CRD
- #2838431
- Ownership
- 50% but less than 75%
RYAN ANDREW SMITH
Managing Member, Partner
- CRD
- #4507372
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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VANCE QUATEZ BENNETT
Advisor
- CRD
- #2841746
Bart Michael Fisher
Financial Consultant
- CRD
- #7320992
Timber beacon
Harbor signal radial
- CRD
- #45880
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,364,473 | -- |
| Total | $50,364,473 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,364,473
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $724,387,310 | 41.5% |
| Equity - Exchange | $188,515,252 | 10.8% |
| Cash | $832,609,029 | 47.7% |
| Total | $1,745,511,591 | 100.0% |