William
Clements
Parallel Advisors, LLC
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About this Advisor
William Clements is a financial advisor who works out of San Francisco, California with 10 years of industry experience. Clements is currently employed by Parallel Advisors, LLC. They have spent all of their career at Parallel Advisors, Llc. Clements maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to advise clients in California. Parallel Advisors, LLC is a company that has its headquarters in San Francisco, CA. The company has offices in 10 locations and a total of 91 people on staff. It handles $6 billion in assets under management across its 12,629 accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to seven charitable organizations. Of its 12,629 customer accounts, 32% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules are based on which services the firm provides the client. Fee types billed by Parallel Advisors, LLC likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parallel Advisors, LLC Brokerage Details
$5,708,131,871
91
12,629
$451,986
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Clements Work History
William has been registered as a financial advisor for 10 years.*
Parallel Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Clements to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parallel Advisors, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Scottsdale, AZ
San Francisco, CA
San Francisco, CA
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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