Pariveda Investment Management

Pariveda Investment Management (CRD# 123471) is a financial advisory firm headquartered in Los Altos, CA. They manage $35,962,061 in 222 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $161,991
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Pariveda Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Arun S. Chopra
CRD#: 6016150
Palo Alto, CA
90
Wealthminder
score

Arun Chopra (CRD# 6016150) is an Investment Advisor Representative working at Pariveda Investment Management in Palo Alto, CA and has 1 year of experience in the finance industry.

2
Brian P. Murphy
CRD#: 4374527
5050 El Camino Real, Suite 102, Los Altos, CA 94022
90
Wealthminder
score

Brian Murphy (CRD# 4374527) is an Investment Advisor Representative working at Pariveda Investment Management in Los Altos, CA and has 1 year of experience in the finance industry.

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