Overview
Assets Under Management: $129 million
Headquarters: SIOUX FALLS, SD
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Frequently Asked Questions
PARVIN ASSET 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 #315701), PARVIN ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PARVIN ASSET MANAGEMENT, LLC is headquartered in SIOUX FALLS, SD.
PARVIN ASSET MANAGEMENT, LLC serves 45 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, PARVIN ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
PARVIN ASSET MANAGEMENT, LLC manages $129 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, PARVIN ASSET MANAGEMENT, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.31
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 291
Discretionary Accounts: 290
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 315701
Last Filing Date: 2024-03-27 00:00:00
Website: https://parvinam.com