Parker Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 112798
- Registered since
- March 23, 1999
- Website
- www.parkerinvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI95.99%
- Individuals4.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Parker Investment Management, LLC is an independent, SEC-registered registered investment adviser formed in 1999 and organized as an LLC with individual ownership. The firm serves primarily individual and family clients, providing discretionary portfolio management for individuals, small businesses, and for business or institutional clients. Its fee model combines a percentage-of-assets charge with performance-based fees for certain mandates. Parker does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
John Parker
President, CEOCRD 4392233
Contacts
1 of 1
Shijun Liu
Executive Vice PresidentCRD 5793035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$800M in ETFs
100%
$800M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $121M | 163,965 | 15.09% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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