Parnassus Funds Distributor, LLC

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
59
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
15883
Registered since
December 18, 1984

Firm profile

FINTRX

Overview

Parnassus Funds Distributor, LLC is organized as a limited liability company and has been SEC-registered since 1984. The snapshot profile classifies the firm as unclassified and lists the owner type as domestic entity / individual. The firm's public snapshot flags indicate it is not a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Those attributes point to a role that is not focused on discretionary capital allocation or multi-state advisory services in the conventional RIA sense.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 7
  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

  • John Skidmore

    John Skidmore

    Chief Compliance OfficerCRD 2662312

  • Marc Mahon

    Marc Mahon

    Chief Operating Officer & Chief Financial OfficerCRD 4829506

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Contacts

3 of 52
  • Wesley Driggers

    Wesley Driggers

    Director of ComplianceCRD 6267059

  • Anthony Purdue

    Anthony Purdue

    ETF SpecialistCRD 8088340

  • Jason Knight

    Jason Knight

    PartnerCRD 3217684

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth