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Downey Hebble Blount

Parnassus Investments, LLC

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About Downey Hebble Blount

Downey Hebble Blount is a financial advisor with Parnassus Investments, LLC. Downey has been in the financial services industry since 1994. Downey specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Parnassus Investments is an investment management firm located in San Francisco, California. The firm has been in business since 1984 and manages a variety of mutual funds and separately managed accounts.

Firm Information

Downey Blount 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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Downey Blount’s Registration & Firm History

CA

12/10/2021 - Present

Parnassus Investments, LLC (SAN FRANCISCO CA)

ME

11/08/1999 - 01/31/2005

PFPC DISTRIBUTORS, INC. (PORTLAND ME)

CA

07/14/1997 - 10/12/1999

MAM SECURITIES, LLC (SAN FRANCISCO CA)

CA

05/16/1997 - 07/07/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

PA

09/27/1994 - 04/11/1997

FPS BROKER SERVICES, INC. (KING OF PRUSSIA PA)

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Licenses & Designations

IA

Issued 03/23/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/25/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/16/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Downey Hebble Blount.
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