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PARKER INVESTMENT MANAGEMENT, LLC

CRD 112798 · SEC 801-56045

Visit website

CA, United States

Phone

650-326-0387

Fax

650-321-1027

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$725.1M

Discretionary AUM

$725.1M

Team

5 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals143$29.1M
High net worth individuals188$696.1M

States served

CA, ID, NY, OR, WA, TX, HI

All web addresses on file

Official SEC filing: View on IAPD