Overview
Assets Under Management: $127 million
Headquarters: OAKBROOK TERRACE, IL
High-Net-Worth Clients: 34
Average Client Assets: $4 million
Frequently Asked Questions
PARKVIEW ASSET MANAGEMENT, INC. 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 #307977), PARKVIEW ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PARKVIEW ASSET MANAGEMENT, INC. is headquartered in OAKBROOK TERRACE, IL.
PARKVIEW ASSET MANAGEMENT, INC. serves 34 high-net-worth clients according to their SEC filing dated September 26, 2024. View client details ↓
According to their SEC Form ADV, PARKVIEW ASSET MANAGEMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PARKVIEW ASSET MANAGEMENT, INC. manages $127 million in client assets according to their SEC filing dated September 26, 2024.
According to their SEC Form ADV, PARKVIEW ASSET MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.63
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 213
Discretionary Accounts: 213
Regulatory Filings
CRD Number: 307977
Last Filing Date: 2024-09-26 00:00:00
Website: https://wpn360.com