Rachel
Nishimoto

Parnassus Investments, LLC

CRD#5873722
Investment Advisor
in San Francisco, CA

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About this Advisor

Rachel Nishimoto is a financial advisor based in San Francisco, California, working with Parnassus Investments, LLC. Rachel has previously held positions at Parnassus Investments, Parnassus Funds Distributor, LLC, and Parnassus Investments, LLC. Rachel has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Rachel is part of Parnassus Investments, LLC, which operates out of San Francisco, California. The firm has 70 employees and manages assets totaling $46.5 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Parnassus Investments, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1 Market Street Suite 1600
San Francisco, CA 94105

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Parnassus Investments, LLC Brokerage Details

Total Assets Under Management

$46,521,005,302

CA Average: $7,578,581,321
Total Number of Employees

70

CA Average: 43
Total Number of Accounts

24

CA Average: 3,727
Average Account Size

$1,938,375,221

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Rachel Nishimoto Work History

2021 - Present (4 years)

Parnassus Investments, LLC

2021 - 2021 (< 1 year)

Parnassus Investments, LLC

2019 - 2021 (2 years)

Parnassus Funds Distributor, LLC

2012 - 2021 (9 years)

Parnassus Investments

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Disclosures

Please visit the SEC profile of Rachel Nishimoto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Parnassus Investments, LLC

Downey Blount
San Francisco, CA
Aida Diaz Nunez
Kemnath,
Billy Hwan
San Francisco, CA
Shivani Vohra
San Francisco, CA
Ryan Lumsden
San Francisco, CA
Scott Liffick
San Francisco, CA
Samantha Palm
San Francisco, CA
Hayden Turner
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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