Michael Lowe, financial advisor San Francisco CA

Michael Lowe

CRD 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.

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Wealth & Tax Planners
Company Name Location Dates Years
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
Contact Info for Michael B. Lowe
Phone Number: 415-778-0200
Firm Website: http://www.parnassus.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    30,985
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $2,213,215,229
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA

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