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
Atherton, CA
100
Wealthminder
score

Shijun Liu (CRD# 5793035) is an Investment Advisor Representative working at Parker Investment Management, LLC in Atherton, CA and has over 8 years of experience in the finance industry.

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 6 years of experience in the finance industry.

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