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Building 2PARVIN ASSET MANAGEMENT, LLC

Map pinSIOUX FALLS, SD
Phone(610) 806-9001
NotebookSEC #801-122001
Total AUM
$179M
Employees
6
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 E. 8TH STREET
SUITE 200
SIOUX FALLS
SD 57103
United States
Operating Hours
VARYING
BY APPOINTMENT
Phone
(610) 806-9001

ReceiptFinancials

Total AUM
$179M
Accounts
301
Discretionary
$177.7M
Accounts
300
Non-Discretionary
$1.3M
Accounts
1

ContactClients

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Individual Clients
55
AUM
$20.4M
HNW Individual Clients
39
AUM
$144.5M
Banking Clients
1
AUM
$1.3M
Investment Company Clients
1
AUM
$10.1M
Charitable Organization Clients
1
AUM
$1.4M
Insurance Company Clients
1
AUM
$100K
Corporation or Business Clients
3
AUM
$1.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
BANK TRUST DEPT. PORTFOLIO CONSULTING, NON-DISCRETIONARY
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAILNCPASCSDTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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