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| Keyboard |
| Parkview Asset Management Inc
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|---|---|
| CRD # | 307977 |
| SEC # | 801-124728 |
| CIK # | |
| AUM | 206.1 M (2026-03-31) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 708-481-4000 |
| Address | One Parkview Plaza Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 17.2 |
| (b) Individuals (high net worth individuals) | 91 | 148.7 |
| (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 | 39 | 40.2 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 287 | 206.1 |
| By Discretionary | ||
| Discretionary | 287 | 206.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 287 | 206.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 206.1 | |
| Total | 287 | 206.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stillwater Wealth Management Group LLC
✚
|
FL | 206.6 M |
|
Foliobeyond LLC
✚
|
206.6 M | |
|
Bauman Advisory Group LLC
✚
|
NV | 206.4 M |
|
Alexis Investment Partners LLC
✚
|
206.4 M | |
|
Cooksen Wealth LLC
✚
|
TX | 206.2 M |
|
HFH Planning Inc
✚
|
206.1 M | |
|
Hardworking Capital Advisors LLC
✚
|
CA | 206.0 M |
|
Bauer Wealth Management Inc
✚
|
CO | 205.9 M |
|
Brightpath Wealth Planning LLC
✚
|
CA | 205.8 M |
|
Western Pacific Wealth Management LP
✚
|
IL | 205.5 M |