|
⚲
|
| Parkside Advisors LLC
✚
| |
|---|---|
| CRD # | 125553 |
| SEC # | 801-63021 |
| CIK # | 0001585550 |
| AUM | $640.4 MM (2024-03-11) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 510-883-1350 |
| Address | 2040 Bancroft Way Berkeley, CA 94704 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 5.2 | |
| MSFT | 1,918,222.4 | 3.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 28.7 |
| (b) Individuals (high net worth individuals) | 160 | 609.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 862 | 640.4 |
| By Discretionary | ||
| Discretionary | 862 | 640.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 862 | 640.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.3 | |
| United States Persons | 630.0 | |
| Total | 862 | 640.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001585550] |
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|---|---|---|
|
Riverpoint Wealth Management Holdings LLC
✚
|
IL | 0.6 |
|
CCG Wealth Management LLC
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CA | 0.6 |
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GSG Advisors LLC
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NJ | 0.6 |
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EPG Wealth Management LLC
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TCP Asset Management LLC
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OH | 0.6 |
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Saiph Capital LLC
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Montis Financial LLC
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MA | 0.6 |
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MMA Asset Management LLC
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PA | 0.6 |
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Ipswich Investment Management Company Inc
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Atlas Wealth LLC
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OH | 0.6 |