Overview
Assets Under Management: $192 million
Headquarters: BEVERLY, MA
High-Net-Worth Clients: 32
Average Client Assets: $4.5 million
Frequently Asked Questions
PARK STATE ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336573), PARK STATE ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
PARK STATE ASSET MANAGEMENT LLC is headquartered in BEVERLY, MA.
PARK STATE ASSET MANAGEMENT LLC serves 32 high-net-worth clients according to their SEC filing dated April 23, 2026. View client details ↓
According to their SEC Form ADV, PARK STATE ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PARK STATE ASSET MANAGEMENT LLC manages $192 million in client assets according to their SEC filing dated April 23, 2026.
According to their SEC Form ADV, PARK STATE ASSET MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.42%
Average Client Assets: $4.5 million
Total Client Accounts: 133
Discretionary Accounts: 126
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 336573
Filing ID: 2098076
Last Filing Date: 2026-04-23 16:36:28