Parnassus Funds Distributor, LLC

Broker-DealerFINRA MemberEst. 1984
Total AUM
—
Advisory reps
58
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 a limited liability company set up to distribute mutual fund products; FINTRX lists the entity as a fund distributor rather than an investment manager or capital allocator. The firm is SEC-registered (registration year shown as 1984) and is identified as domestically owned. FINTRX does not classify the firm as a multi-state adviser, pension consultant, related adviser, or an active ESG investor, and it is not reported to act as a capital allocator or to provide advisory services in the way an RIA would.

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 6
  • Nikhil Sinha

    Nikhil Sinha

    Chief Marketing OfficerCRD 4403019

  • Downey Blount

    Downey Blount

    Deputy Chief Compliance OfficerCRD 2468787

  • Marc Mahon

    Marc Mahon

    Chief Operating Officer & Chief Financial OfficerCRD 4829506

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Contacts

3 of 52
  • Jacqueline Lyons

    Jacqueline Lyons

    Marketing ComplianceCRD 5291182

  • Ryan Ripkowski

    Ryan Ripkowski

    Financial AdvisorCRD 7182218

  • Marguerita Hardy

    Registered RepresentativeCRD 6294272

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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