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PARKER INVESTMENT MANAGEMENT, LLC

· CRD 112798 · IAPD ↗ · parkerinvest.com · 650-326-0387

$725.1MRegulatory AUM
2Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — PARKER INVESTMENT MANAGEMENT, LLC crossed $500M in regulatory AUM ($413.7M -> $536.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.