PARACLE ADVISORS LLC
PARACLE ADVISORS LLC of MERCER ISLAND, WA is an SEC-registered investment adviser (CRD 130726). Regulatory assets under management: $1.4B.
Registration
- CRD: 130726
- SEC file number: 801-63993
- Type: Registered investment adviser
- Location: 7900 SE 28TH STREET, SUITE 204, MERCER ISLAND, WA, 98040
- Phone: 206-466-6200
- Latest filing: 2021-04-02
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $5.1M
- Clients: 22
- Accounts: 1,767
Officers, owners & control persons (4)
| Name | Role | Location |
|---|
| HARRIS JOSHUA E | PRINCIPAL | — |
| BRINK ELLIOTT JOSEPH | PRINCIPAL; PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| KESSLER ANNE MARIE L | PRINCIPAL | — |
| DUIM DUANE MICHAEL | CHIEF COMPLIANCE OFFICER | — |
More on this firm