Parker Investment Management, LLC

Parker Investment Management, LLC (CRD# 112798) is a financial advisory firm headquartered in Menlo Park, CA. They manage $283,000,000 in 731 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    731
    ACCOUNTS
  • Average Account Value
    $387,141
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, HI, ID, NY, OR, TX, WA

Financial Advisors at Parker Investment Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Shijun Liu
CRD#: 5793035
69 Santiago Ave, Atherton, CA 94027
107
Wealthminder
score

Shijun Liu, CFA, CFP® (CRD# 5793035) is an experienced Investment Advisor Representative working at Parker Investment Management, LLC in Atherton, CA and has over 12 years of experience in the financial services industry. Shijun has a Bachelor of Science degree in Computer Systems Engineering from Stanford University. In addition, he is an active member of the CFA Institute and the CFA Society of San Francisco and is a CFA charterholder. Shijun is also a CFP® Board Certified Financial Planner and is an active member of the Financial Planning Association (FPA) of Silicon Valley.

2
John W. Parker
CRD#: 4392233
Atherton, CA
93
Wealthminder
score

John Parker (CRD# 4392233) is an Investment Advisor Representative working at Parker Investment Management, LLC in Atherton, CA and has over 7 years of experience in the finance industry.

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