Parker Investment Management is an investment advisor in Atherton with $656.93 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272564869
SEC advisor number
801-56045
FINRA CRD number
112798
AUM ?
$656.93 mm
(as of 24 Mar 22)
Accounts
875
(as of 24 Mar 22)
Employees
4
(2 investment advisory or research)
Address
Parker Investment Management
PO BOX 1088
MENLO PARK
CA 94026-1088
PO BOX 1088
MENLO PARK
CA 94026-1088
Office hours
Monday - Friday, 10:00 A.M. - 4:00 P.M.
Phone
650-326-0387
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Parker, John, Wayne | Member/owner | 06/2010 | > 75% |
Liu, Shijun | Chief Compliance Officer | 10/2016 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
25 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
25 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22