Overview
Assets Under Management: $665 million
High-Net-Worth Clients: 199
Average Client Assets: $3 million
Frequently Asked Questions
PARKER INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112798), PARKER INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PARKER INVESTMENT MANAGEMENT, LLC serves 199 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, PARKER INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PARKER INVESTMENT MANAGEMENT, LLC manages $665 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, PARKER INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.95
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 788
Discretionary Accounts: 788
Regulatory Filings
CRD Number: 112798
Last Filing Date: 2025-02-25 00:00:00
Website: https://parkerinvest.com