Samantha
Palm
Parnassus Investments, LLC
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About this Advisor
Samantha Palm is a financial advisor based in San Francisco, California, working with Parnassus Investments, LLC. Samantha has previously held positions at Parnassus Investments, Parnassus Funds Distributor, LLC, and Parnassus Investments, LLC. Samantha has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Samantha 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
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Parnassus Investments, LLC Brokerage Details
$46,521,005,302
70
24
$1,938,375,221
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
Samantha Palm Work History
Parnassus Investments, LLC
Parnassus Funds Distributor, LLC
Parnassus Investments
Disclosures
Please visit the SEC profile of Samantha Palm 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
San Francisco, CA
San Francisco, CA
Kemnath,
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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