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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: PARNASSUS INVESTMENTS, LLC CRD Number: 316904Annual Amendment All Sections
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01
Obtain the Parnassus Investments LLC form from their official website or request a copy from their office.
02
Carefully read all instructions provided with the form to ensure you understand what information is required.
03
Fill in your personal information, such as your name, address, and contact details, in the designated fields.
04
Provide any requested financial information, such as your income, assets, and investment goals.
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Review the completed form for accuracy and make any necessary corrections before submitting it.
06
Sign and date the form as required to certify that the information provided is true and accurate.
Who needs parnassus investments llc form?
01
Individuals who are interested in investing with Parnassus Investments LLC
02
Existing clients of Parnassus Investments LLC who need to update their information
03
Partners or associates of Parnassus Investments LLC who deal with client account management
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What is parnassus investments llc form?
Parnassus Investments LLC form is a document used to report information about the investments made by Parnassus Investments LLC.
Who is required to file parnassus investments llc form?
Parnassus Investments LLC is required to file the form.
How to fill out parnassus investments llc form?
The form can be filled out by providing accurate information about the investments made by Parnassus Investments LLC.
What is the purpose of parnassus investments llc form?
The purpose of the form is to provide transparency and accountability regarding the investments of Parnassus Investments LLC.
What information must be reported on parnassus investments llc form?
The form must include details about the type of investments, amount invested, returns, and any other relevant information.
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