John W. Parker (Atherton)

John W. Parker is a large advisory firm based in Atherton. It manages $236.15 million of regulatory assets for 851 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Hawaii, Massachusetts, and 5 other states.

John W. Parker provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

John W. Parker: assets under management

The assets under management (AUM) of John W. Parker is $236.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 363% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $236.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $277.49 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay John W. Parker for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at John W. Parker

John W. Parker is owned by John W Parker. John Wayne Parker joined the executive team most recently as the Member/Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John W Parker	Owner	1 Jan 1996	75% - 100%	4392233
John Wayne Parker	Owner	1 Jan 1996	75% - 100%	4392233
Howard Martin Franklin	Chief compliance officer	1 Oct 2004	Other	4964321
John Wayne Parker	Member/owner	1 Nov 2007	75% - 100%	4392233

Based in Atherton

The principal office where John W. Parker performs its advisory services is located at 69 Santiago Ave, Atherton, CA 94027 5412 The mailing address of the firm is P.O. Box 1088, Menlo Park, CA 94026 1088. It doesn’t run an office outside of the United States.