Parvin Asset Management, LLC

Overview

Parvin Asset Management, LLC is an SEC registered investment adviser based in Sioux Falls, SD, registered since 2021. It reports $179M in assets under management across 301 accounts, with 6 employees. It has 2 investment adviser representatives.

Reported AUM

$179M

Discretionary

99%

Accounts

301

Average account

$595K

Employees

6

Advisory reps

2

Registered since

2021

Jurisdictions

8

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies

Fee structure

Percentage of Assets

Executive officers 2 of 2

• James Steven Smith Managing Director, Chief Compliance Officer CRD 1094733
• Todd Harold Keating Managing Director, Chief Compliance Officer CRD 2366291

Advisory reps 2 of 2

• George Andrew Meschter Investment Adviser Rep CRD 4859302
• Richard Peabody Preston Investment Adviser Rep CRD 1921622

Location

Headquarters

401 E 8th St Ste 200
Sioux Falls, SD 57103

County

Minnehaha

Metro area

Sioux Falls, SD

Region

Midwest

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: parvinam.com

Every state, with registration dates

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