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Aida Diaz nunez

Parnassus Investments, LLC

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About Aida Diaz nunez

Aida Diaz nunez is a registered investment advisor representative with Parnassus Investments, LLC, and has been in the industry since January 6, 2016. Aida Diaz nunez has been with Parnassus Investments, LLC since October 2021. Prior to that, Aida Diaz nunez was affiliated with Parnassus Funds Distributor, LLC in Portland, Maine from June 1, 2015 to May 4, 2022. Aida Diaz nunez has a Series 66, a Series 7 and a SIE license.

Firm Information

Aida Diaz nunez is currently registered with Parnassus Investments, LLC. Parnassus Investments, LLC is a San Francisco, CA-based investment advisor with over $46 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, investment companies, and other investment advisors. Parnassus Investments' client base includes high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds.
Parnassus Investments, LLC

1 MARKET STREET

SAN FRANCISCO, CA 94105

$46.52B

Assets Under Management

8

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aida Diaz nunez’s Registration & Firm History

NA

02/01/2023 - Present

Parnassus Investments, LLC (Kemnath )

ME

06/01/2015 - 05/04/2022

PARNASSUS FUNDS DISTRIBUTOR, LLC (PORTLAND ME)

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Licenses & Designations

BOTH

Issued 06/10/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aida Diaz nunez.
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