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| Happy Holidays!! thanks for using AUM13F!! |
| Parkside Advisors LLC
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| CRD # | 125553 |
| SEC # | 801-63021 |
| CIK # | 0001585550 |
| AUM | $746.5 M (2025-05-19) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 510-883-1350 |
| Address | 2040 Bancroft Way Berkeley, CA 94704 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001585550 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.3 | ||
| Broadcom Inc | 4.1 | ||
| Microsoft Corp | 3.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 27.4 |
| (b) Individuals (high net worth individuals) | 169 | 716.6 |
| (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 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 928 | 746.5 |
| By Discretionary | ||
| Discretionary | 928 | 746.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 928 | 746.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.6 | |
| United States Persons | 735.9 | |
| Total | 928 | 746.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001585550] |
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|---|---|---|
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Moody Aldrich Partners LLC
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MA | 0.7 |
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Riverpoint Wealth Management Holdings LLC
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IL | 0.7 |
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0.7 | |
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OH | 0.7 |
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GA | 0.7 |
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MD | 0.7 |
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Birchwood Financial Partners Inc
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MN | 0.7 |
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Kaye Capital Management
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CA | 0.7 |
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Lincoln Capital LLC
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NE | 0.7 |