PARROT FINANCE, INC.

CRD 338169 · SEC 801-134334

Visit website

VT, United States

Phone

(707) 343-8594

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$30.1M

Discretionary AUM

$30.1M

Team

5 total employees; 1 advisory reps

Clients

—

Fees

Fixed fees

Org form

Corporation

Filing date

2026-04-22

Disciplinary history

Services

Portfolio management (individuals)

Client types

Type	Clients	AUM
Individuals	10134	$30.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.parrotfinance.io

Official SEC filing: View on IAPD