|
⚲
|
| Parkview Ltd
✚
|
|
|---|---|
| CRD # | 160171 |
| SEC # | 801-73069 |
| CIK # | |
| AUM | $288.8 MM (2023-03-20) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 41442834080 |
| Address | Gutenbergstrasse 9 Zurich, Switzerland |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 31 | 257.7 |
| (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 | 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 | 31.1 |
| (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 | 35 | 288.8 |
| By Discretionary | ||
| Discretionary | 15 | 203.8 |
| Non-Discretionary | 20 | 85.0 |
| Total | 35 | 288.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 250.6 | |
| United States Persons | 38.2 | |
| Total | 35 | 288.8 |
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|---|---|---|
|
Armor Investment Advisors LLC
✚
|
NC | 0.3 |
|
Impact Partnership Wealth LLC
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|
GA | 0.3 |
|
DLK Investment Management LLC
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|
CA | 0.3 |
|
Semmax Financial Advisors Inc
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|
NC | 0.3 |
|
Elevate Wealth Advisory Inc
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|
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|
Nova Financial LLC
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|
AZ | 0.3 |
|
West Wealth Group LLC
✚
|
CA | 0.3 |
|
Charlesworth & RUGG Inc
✚
|
CA | 0.3 |
|
Cape Investment Advisory Inc
✚
|
GA | 0.3 |
|
Capital Investment Advisors Inc
✚
|
DC | 0.3 |