PARROT FINANCE, INC.

PARROT FINANCE, INC. is an SEC-registered investment adviser (CRD 338169). Regulatory assets under management: $30.1M.

Registration

• CRD: 338169
• SEC file number: 801-134334
• Type: Registered investment adviser
• Phone: (707) 343-8594
• Latest filing: 2026-04-22
• Regulatory AUM: $30.1M
• Discretionary AUM: $30.1M
• Clients: 5
• Accounts: 10,134

Business model

Compensation: Fixed.

Clients served: High net worth.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338169 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search