Parker Investment Management, LLC

Parker Investment Management, LLC (CRD# 112798) is a financial advisory firm headquartered in Menlo Park, CA. They manage $536,428,928 in 800 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
P.o. Box 1088, Menlo Park, CA 94026
http://www.parkerinvest.com
By the Numbers
  • Total Assets Under Management
    536
    MILLION
  • Total Number of Accounts
    800
    ACCOUNTS
  • Average Account Value
    $670,536
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
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, financial advisor Atherton CA
Shijun Liu
CRD#: 5793035
Atherton, CA

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 Parker, financial advisor Atherton CA
John W. Parker
CRD#: 4392233
Atherton, CA

John Parker (CRD# 4392233) is an Investment Advisor Representative working at Parker Investment Management, LLC in Atherton, CA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals