Parrot Finance, Inc.
RIASEC Registered
Total AUM
$30.1M
Discretionary
$30.1M
100% of AUM
Avg account
$3K
Accounts
10,134
Employees
5
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 338169
- Registered since
- September 25, 2025
- Custodians
- ROBINHOOD SECURITIES, LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Parrot Finance, Inc. is a corporation focused on portfolio management for individuals and small businesses, operating on a fixed-fee model and serving individual and family clients. The firm is SEC-registered (2025) and owned by an individual; its regulatory classification is listed as unclassified. Advisory activity centers on discretionary portfolio management rather than pension consulting or related-adviser structures. Parrot Finance does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities90%
- US Government Bonds2%
- State & Local Bonds2%
- Sovereign Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Rising Capital Inc.
RIAMill Valley, CA
AUM $30.1MTEAM 1REPS 1
Alpha Mode Capital LLC
RIAAUM $30.1MTEAM 1REPS 1
Red Clover Wealth Management, LLC
RIAAUM $30.1MTEAM 1REPS 1
Exos Wealth Strategies, LLC
RIAAUM $30.1MTEAM 5REPS 4
Third Day Capital Management, LLC
RIADenver, CO
AUM $30.1MTEAM 1REPS 1
Clearstone Wealth Management, LLC
RIAWhitefish, MT
AUM $30.1MTEAM 1REPS 1