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Building 2PARKER INVESTMENT MANAGEMENT, LLC

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Phone650-326-0387
NotebookSEC #801-56045
Total AUM
$725.1M
Employees
5
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
10:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
650-326-0387

ReceiptFinancials

Total AUM
$725.1M
Accounts
776
Discretionary
$725.1M
Accounts
776
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
143
AUM
$29.1M
HNW Individual Clients
188
AUM
$696.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHIIDNYORTXWA

HandshakeAffiliates

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

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