Parnassus Investments

Parnassus Investments (CRD# 149193) is a financial advisory firm headquartered in San Francisco, CA. They manage $17,259,701,183 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17,260
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,150,646,746
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 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

Financial Advisors at Parnassus Investments
Showing 1 - 10 of 11 top financial advisors.
1
Ian E. Sexsmith
CRD#: 5429954
1 Market Street, Suite 1600, San Francisco, CA 94105
96
Wealthminder
score

Ian Sexsmith (CRD# 5429954) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 8 years of experience in the finance industry.

2
Downey H. Blount
CRD#: 2468787
1 Market Street, Suite 1600, San Francisco, CA 94105
93
Wealthminder
score

Downey Blount (CRD# 2468787) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 22 years of experience in the finance industry.

3
Samantha S. Palm
CRD#: 5131312
1 Market Street, Suite 1600, San Francisco, CA 94105
93
Wealthminder
score

Samantha Palm (CRD# 5131312) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 10 years of experience in the finance industry.

4
Nikhil J. Sinha
CRD#: 4403019
1 Market Street, Suite 1600, San Francisco, CA 94105
93
Wealthminder
score

Nikhil Sinha (CRD# 4403019) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 15 years of experience in the finance industry.

5
Aida Diaz Nunez
CRD#: 6390741
1 Market Street, Suite 1600, San Francisco, CA 94105
90
Wealthminder
score

Aida Diaz Nunez (CRD# 6390741) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has 1 year of experience in the finance industry.

6
Billy J. Hwan
CRD#: 6118406
1 Market Street, Suite 1600, San Francisco, CA 94105
90
Wealthminder
score

Billy Hwan (CRD# 6118406) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has 1 year of experience in the finance industry.

7
Robert J. Klaber
CRD#: 5174610
1 Market Street, Suite 1600, San Francisco, CA 94105
90
Wealthminder
score

Robert Klaber (CRD# 5174610) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 3 years of experience in the finance industry.

8
Turner R. Miller
CRD#: 5054407
1 Market Street, Suite 1600, San Francisco, CA 94105
90
Wealthminder
score

Turner Miller (CRD# 5054407) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 4 years of experience in the finance industry.

9
Rachel X. Tan
CRD#: 5873722
1 Market Street, Suite 1600, San Francisco, CA 94105
89
Wealthminder
score

Rachel Tan (CRD# 5873722) is an Investment Advisor Representative working at Parnassus Investments in San Francisco, CA and has over 3 years of experience in the finance industry.

10
Yang Du
CRD#: 5375106
1 Market Street, Suite 1600, San Francisco, CA 94105
87
Wealthminder
score

Yang Du (CRD# 5375106) 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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