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Building 2PARROT FINANCE, INC.

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Phone(707) 343-8594
NotebookSEC #801-134334
Total AUM
$30.1M
Employees
5
Clients
10,134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9-4
Monday - Friday
Phone
(707) 343-8594

ReceiptFinancials

Total AUM
$30.1M
Accounts
10,134
Discretionary
$30.1M
Accounts
10,134
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10,134
AUM
$30.1M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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