PARNASSUS FUNDS DISTRIBUTOR, LLC

Broker-DealerFINRA MemberEst. 1984
Total AUM
Advisory reps
57
Avg account
$0

Firm details

Headquarters
PORTLAND, Maine
CRD number
15883
Registered since
December 18, 1984

Firm profile

FINTRX

Overview

Parnassus Funds Distributor, LLC is recorded as a limited liability company that has been SEC-registered since 1984. The registry lists its owner type as both a domestic entity and an individual, and the firm is classified in the dataset as "unclassified." The available records indicate it does not act as a capital allocator, is not identified as an active ESG investor, and is not designated as a multi-state or newly formed adviser. The dataset also notes the firm is not listed as a pension consultant or as a related adviser. Beyond these registry elements, the firm has provided little operational detail in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 7
  • JENNIFER BRUNNER

    Managing Director, Chief Compliance OfficerCRD 1137783

  • JOHN SKIDMORE

    Chief Compliance OfficerCRD 2662312

  • MARC MAHON

    Chief Operating Officer & Chief Financial OfficerCRD 4829506

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Contacts

3 of 50
  • Wesley Driggers

    Director of ComplianceCRD 6267059

  • ANTHONY PURDUE

    ETF SpecialistCRD 8088340

  • JASON KNIGHT

    PartnerCRD 3217684

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PORTLAND, ME

CUMBERLAND

Location

PORTLAND, ME

Headquartered in PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
CUMBERLAND
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth