|
⚲
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| Parkview Asset Management Inc
✚
| |
|---|---|
| CRD # | 307977 |
| SEC # | 801-124728 |
| CIK # | |
| AUM | $126.8 MM (2024-03-15) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 708-481-4000 |
| Address | One Parkview Plaza Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 54 | 19.4 |
| (b) Individuals (high net worth individuals) | 28 | 101.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 5.1 |
| (h) Charitable organizations | 0 | 1.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 126.8 |
| By Discretionary | ||
| Discretionary | 213 | 126.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 213 | 126.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.8 | |
| Total | 213 | 126.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
PR Wealth Management Group Inc
✚
|
IL | 0.1 |
|
S & S Wealth Management LP
✚
|
TX | 0.1 |
|
Adare Asset Management LLC
✚
|
PA | 0.1 |
|
Southcol Advisors LLC
✚
|
FL | 0.1 |
|
Insight Securities Inc
✚
|
IL | 0.1 |
|
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |
|
Saddock Wealth LLC
✚
|
TX | 0.1 |
|
Vigil Wealth Management LLC
✚
|
FL | 0.1 |
|
Korving & Company LLC
✚
|
VA | 0.1 |
|
Golden Wealth Management LLC
✚
|
PA | 0.1 |