PARCION PRIVATE WEALTH LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 305115). Regulatory assets under management: $3.0B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Terrance Leo Cook | MANAGING MEMBER; MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| Samuel D King | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON ARTHUR DOUGLAS | CCO & COO | — |
| SULLIVAN SHELLEY M | CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| CAOUETTE KYLE KOSUKE HA'AHEO | MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| COOK TERRANCE LEO | MANAGING MEMBER; MANAGING MEMBER & CCO; MANAGING MEMBER; CHIEF COMPLIANCE OFFICER | — |
| CAOUETTE KYLE | MEMBER | — |
| Kathleen Elizabeth Carbone | PARTNER | — |
| Arthur Rowland Zaske | CHIEF INVESTMENT OFFICER | — |