PARVIN ASSET MANAGEMENT, LLC

401 E. 8th Street
Suite 213a
Sioux Falls, South Dakota 57103
Tel: (610) 806-9001

About PARVIN ASSET MANAGEMENT, LLC

PARVIN ASSET MANAGEMENT, LLC, formally registered with the SEC as PARVIN ASSET MANAGEMENT, LLC. The firm was established in 08/02/2021. They have over 1 offices throughout the country.

PARVIN ASSET MANAGEMENT, LLC is a Sioux Falls, South Dakota based Financial Planning firm with nearly $129,410,248 assets under management, offering retirement planning & investment advisory services to 291 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315701
SEC#	801-122001
Assets Managed by Firm	$129,410,248
No. of Clients	291
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Other (BANK TRUST DEPT. PORTFOLIO CONSULTING, NON-DISCRETIONARY)

Firm Client Information

	No. of Clients	AUM
Firm Total	291	$129,410,248
Individuals (other than high net worth individuals)	48	$9,426,048
High net worth individuals	46	$105,897,401
Charitable organizations	1	$1,936,088
Corporations or other businesses	2	$4,300,942

More Retirement Planning firms in Sioux Falls, South Dakota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
COMPASS FINANCIAL GROUP, INC 4300 South Louise Ave., Suite 300 Sioux Falls, SD, 57106	$995,000,000	2385	7
STANDARD FAMILY OFFICE, LLC 1601 E. 69th Street, Suite 308 Sioux Falls, SD, 57108	$921,859,137	2	6
ELGETHUN CAPITAL MANAGEMENT 231 S. Phillips Ave., Suite 201 Sioux Falls, SD, 57104	$786,613,953	802	8
HI-LINE CAPITAL MANAGEMENT, LLC 25 1st Ave. Nw Watertown, SD, 57201	$631,940,945	467	7
SAGE CAPITAL ADVISORS, LLC 122 S. Phillips Avenue Suite 260 Sioux Falls, SD, 57104	$581,485,645	504	8

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