PARACLE ADVISORS LLC
CRD #130726 SEC #801-63993 MERCER ISLAND, WA 206-466-6200
SEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
Employees
22
Clients
251
Accounts
1,767
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $1.4B | $1.4B | $5.1M | 22 | 0 |
| Mar 2021 | $1.4B | $1.4B | $5.1M | 22 | 0 |
| Jun 2020 | $1.2B | $1.2B | $4.9M | 22 | 0 |
| Apr 2020 | $1.2B | $1.2B | $4.9M | 22 | 0 |
| Jun 2019 | $905.7M | $897.5M | $8.2M | 17 | 0 |
| Mar 2019 | $905.7M | $897.5M | $8.2M | 17 | 0 |
| Mar 2018 | $873M | $866.7M | $6.3M | 17 | 0 |
| Mar 2017 | $676.3M | $673M | $3.3M | 14 | 400 |
| Mar 2016 | $624.2M | $620.8M | $3.3M | 14 | 500 |
| Aug 2015 | $591.9M | $588.4M | $3.5M | 12 | 300 |
| Mar 2015 | $591.9M | $588.4M | $3.5M | 12 | 300 |
| Dec 2014 | $530.1M | $510.5M | $19.6M | 11 | 200 |
| Mar 2014 | $530.1M | $510.5M | $19.6M | 11 | 200 |
| Apr 2013 | $433.8M | $416.3M | $17.5M | 12 | 300 |
| Mar 2013 | $433.8M | $416.3M | $17.5M | 12 | 300 |
| Jul 2012 | $326.6M | $310.1M | $16.5M | 6 | 200 |
| Mar 2012 | $326.6M | $310.1M | $16.5M | 6 | 200 |
| Mar 2012 | $326.6M | $310.1M | $16.5M | 6 | 200 |
| Nov 2011 | $246.9M | $233.6M | $13.3M | 6 | 200 |
| Apr 2011 | $246.9M | $233.6M | $13.3M | 10 | -- |
| Mar 2011 | $246.9M | $233.6M | $13.3M | 10 | -- |
| Mar 2010 | $200.8M | $199.3M | $1.6M | 10 | -- |
| Apr 2009 | $144.8M | $143.5M | $1.3M | 10 | -- |
| Mar 2009 | $144.8M | $143.5M | $1.3M | 10 | -- |
| Feb 2007 | $134.1M | $131M | $3.2M | 10 | -- |
| Dec 2006 | $129.8M | $126.6M | $3.2M | 10 | -- |
| Mar 2006 | $87M | $87M | $0 | 5 | -- |
DateApr 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.1M
Employees22
Clients0
DateMar 2021
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$5.1M
Employees22
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$4.9M
Employees22
Clients0
DateApr 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$4.9M
Employees22
Clients0
DateJun 2019
Total AUM$905.7M
Discretionary$897.5M
Non-Disc.$8.2M
Employees17
Clients0
DateMar 2019
Total AUM$905.7M
Discretionary$897.5M
Non-Disc.$8.2M
Employees17
Clients0
DateMar 2018
Total AUM$873M
Discretionary$866.7M
Non-Disc.$6.3M
Employees17
Clients0
DateMar 2017
Total AUM$676.3M
Discretionary$673M
Non-Disc.$3.3M
Employees14
Clients400
DateMar 2016
Total AUM$624.2M
Discretionary$620.8M
Non-Disc.$3.3M
Employees14
Clients500
DateAug 2015
Total AUM$591.9M
Discretionary$588.4M
Non-Disc.$3.5M
Employees12
Clients300
DateMar 2015
Total AUM$591.9M
Discretionary$588.4M
Non-Disc.$3.5M
Employees12
Clients300
DateDec 2014
Total AUM$530.1M
Discretionary$510.5M
Non-Disc.$19.6M
Employees11
Clients200
DateMar 2014
Total AUM$530.1M
Discretionary$510.5M
Non-Disc.$19.6M
Employees11
Clients200
DateApr 2013
Total AUM$433.8M
Discretionary$416.3M
Non-Disc.$17.5M
Employees12
Clients300
DateMar 2013
Total AUM$433.8M
Discretionary$416.3M
Non-Disc.$17.5M
Employees12
Clients300
DateJul 2012
Total AUM$326.6M
Discretionary$310.1M
Non-Disc.$16.5M
Employees6
Clients200
DateMar 2012
Total AUM$326.6M
Discretionary$310.1M
Non-Disc.$16.5M
Employees6
Clients200
DateMar 2012
Total AUM$326.6M
Discretionary$310.1M
Non-Disc.$16.5M
Employees6
Clients200
DateNov 2011
Total AUM$246.9M
Discretionary$233.6M
Non-Disc.$13.3M
Employees6
Clients200
DateApr 2011
Total AUM$246.9M
Discretionary$233.6M
Non-Disc.$13.3M
Employees10
Clients--
DateMar 2011
Total AUM$246.9M
Discretionary$233.6M
Non-Disc.$13.3M
Employees10
Clients--
DateMar 2010
Total AUM$200.8M
Discretionary$199.3M
Non-Disc.$1.6M
Employees10
Clients--
DateApr 2009
Total AUM$144.8M
Discretionary$143.5M
Non-Disc.$1.3M
Employees10
Clients--
DateMar 2009
Total AUM$144.8M
Discretionary$143.5M
Non-Disc.$1.3M
Employees10
Clients--
DateFeb 2007
Total AUM$134.1M
Discretionary$131M
Non-Disc.$3.2M
Employees10
Clients--
DateDec 2006
Total AUM$129.8M
Discretionary$126.6M
Non-Disc.$3.2M
Employees10
Clients--
DateMar 2006
Total AUM$87M
Discretionary$87M
Non-Disc.$0
Employees5
Clients--