Overview
Assets Under Management: $46.5 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 1
Average Client Assets: $214 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.47
Average High-Net-Worth Client Assets: $214 million
Total Client Accounts: 24
Discretionary Accounts: 24
Regulatory Filings
CRD Number: 316904
Last Filing Date: 2024-05-09 00:00:00
Website: https://parnassus.com