Denise
Howard

Parametric Portfolio Associates

CRD#4868029
Investment Advisor
in Seattle, WA
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About this Advisor

Denise Howard is a chartered financial analyst operating out of Seattle, Washington, who has been in the advisory business for 14 years. Howard is on the advisory team at Parametric Portfolio Associates. Their career trajectory has included roles at Frank Russell Company, Canterbury Consulting, Inc, Eaton Vance Distributors, Inc and Parametric Portfolio Associates LLC. Howard holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Washington. Parametric Portfolio Associates is a registered investment business based out of Seattle, Washington. It has offices in four locations and a total of 392 advisors. It manages $225 billion in assets among its 31,915 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 869 charitable organizations. Of its 31,915 client accounts, 37% are associated with high-net-worth individuals who have greater than $1 million in assets. The company performs a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advisory services usually are based on the type of services offered. However, fees billed by Parametric Portfolio Associates can include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

1918 Eighth Avenue Suite 3100
Seattle, WA 98101

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Parametric Portfolio Associates Brokerage Details

Total Assets Under Management

$225,128,053,730

WA Average: $3,566,627,242
Total Number of Employees

392

WA Average: 46
Total Number of Accounts

31,915

WA Average: 1,499
Average Account Size

$7,053,989

WA Average: $2,379,338

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Denise Howard Work History

Denise has 14 years of experience.

2018 - Present (1 years)

Eaton Vance Distributors, Inc

2018 - Present (1 years)

Parametric Portfolio Associates LLC

2016 - 2018 (2 years)

Canterbury Consulting, Inc

2010 - 2016 (6 years)

Frank Russell Company

2004 - 2010 (6 years)

Frank Russell Company

Disclosures

Denise Howard has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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