Parnassus Funds Distributor, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
58
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 a limited liability company that operates as a fund distributor. The firm is organized as a domestic entity with individual ownership characteristics and is set up to support distribution activity rather than serve as an investment manager or capital allocator. Available descriptors indicate the firm does not act as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The profile contains no details on fee schedules, client segments, or advisory offerings, which suggests the entity’s primary purpose is distribution support rather than direct client portfolio management.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Nikhil Sinha

    Nikhil Sinha

    Chief Marketing OfficerCRD 4403019

  • Downey Blount

    Downey Blount

    Deputy Chief Compliance OfficerCRD 2468787

  • John Skidmore

    John Skidmore

    Chief Compliance OfficerCRD 2662312

Unlock 2 more executives →

Contacts

3 of 53
  • Jacqueline Lyons

    Jacqueline Lyons

    Marketing ComplianceCRD 5291182

  • Ryan Ripkowski

    Ryan Ripkowski

    Financial AdvisorCRD 7182218

  • Marguerita Hardy

    Registered RepresentativeCRD 6294272

Unlock 50 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms