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PARNASSUS INVESTMENTS, LLC
1 Market Street
Suite 1600
San Francisco, California 94105
Tel: 415-778-0200
About PARNASSUS INVESTMENTS, LLC
PARNASSUS INVESTMENTS, LLC, formally registered with the SEC as PARNASSUS INVESTMENTS, LLC. The firm was established in 11/08/2021. They have over 1 offices throughout the country.
PARNASSUS INVESTMENTS, LLC is a San Francisco, California based Financial Planning firm with nearly $40,895,320,206 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 66 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316904 |
| SEC# | 801-122618 |
| Assets Managed by Firm | $40,895,320,206 |
| No. of Clients | 22 |
| No. of Advisors | 66 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $40,895,320,206 |
| High net worth individuals | Fewer than 5 clients | $142,701,198 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,086,195,044 |
| Charitable organizations | Fewer than 5 clients | $174,312,489 |
| Corporations or other businesses | Fewer than 5 clients | $24,603,967 |
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