Michael LoweCRD Number: 6747431
Current Firm: Parnassus Investments
Michael Lowe (CRD# 6747431) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has 1 year of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Parnassus Funds Distributor, LLC||San Francisco, CA||Aug 2019 - Current||1|
|Parnassus Investments||San Francisco, CA||Jul 2019 - Current||1|
|Tulane University||New Orleans, LA||Aug 2015 - May 2019||3|
|Parnassus Investments||San Francisco, CA||Jun 2018 - Aug 2018||< 1|
|Credit Suisse||New York, NY||Jun 2017 - Aug 2017||< 1|
|Ifs Securities, Inc.||Atlanta, GA||Jun 2016 - Aug 2016||< 1|
|Ifs Securities, Inc.||Atlanta, GA||Jun 2015 - Aug 2015||< 1|
|Friends Seminary Nyc||New York, NY||Aug 2011 - May 2015||3|
|Summer Friends Nyc||New York, NY||May 2014 - Aug 2014||< 1|
|North Bethesda Middle School||Bethesda, MD||Aug 2008 - Jun 2011||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2020|
Total Assets Under Management30,985MILLIONS
Total Number of Accounts14ACCOUNTS
Average Account Value$2,213,215,229
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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