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Knud Bang Gotterup

Parallel Advisors, LLC

San Francisco, CA

CRD 2384573

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Employer firm

Parallel Advisors, LLC CRD 140800

$10.3B regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Parallel Advisors, Llc

150 Spear Street Suite 1600, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED_RES 2020-11-14
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2020-11-14

Branch Locations

150 Spear Street Suite 1600, San Francisco, CA 94105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Savant Group San Francisco CA 10/2003 Present
Parallel Advisors, Llc San Francisco CA 11/2016 Present
  • 10/2003 → Present
    The Savant Group
    San Francisco, CA
  • 11/2016 → Present
    Parallel Advisors, Llc
    San Francisco, CA
Previous Registrations
  • 2004-01-06 → 2016-11-30
    Savant Investment Group, Llc
    San Francisco,, CA
  • 2003-04-11 → 2003-10-30
    Starmont Asset Management, Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-13
S63 Uniform Securities Agent State Law Examination 1993-11-22
  • S65 Uniform Investment Adviser Law Examination
    2002-05-13
  • S63 Uniform Securities Agent State Law Examination
    1993-11-22

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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