Robert
Klaber
Parnassus Investments, LLC
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About this Advisor
Robert Klaber is a financial advisor who works out of San Francisco, California with a total of 2 years of relevant experience. Klaber works at Parnassus Investments, LLC. Over the course of their career, they have held roles at Parnassus Investments, Parnassus Funds Distributor, LLC and Parnassus Investments, LLC. Klaber maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Parnassus Investments, LLC is a firm headquartered in San Francisco, CA. It administers $41 billion in assets between its 22 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The business provides a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial advice usually vary depending on the financial services provided. Fee types charged by Parnassus Investments, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parnassus Investments, LLC Brokerage Details
$40,895,320,206
66
22
$1,858,878,191
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
Robert Klaber Work History
Robert has been registered as a financial advisor for 2 years.*
Parnassus Investments, LLC
Parnassus Funds Distributor, LLC
Parnassus Investments
Parnassus Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Klaber 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
Kemnath,
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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