|
⚲
|
| Parkview Ltd
✚
|
|
|---|---|
| CRD # | 160171 |
| SEC # | 801-73069 |
| CIK # | |
| AUM | $404.6 MM (2024-05-27) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 41442834080 |
| Address | Gutenbergstrasse 9 Zurich, Switzerland |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 37 | 370.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 33.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 41 | 404.6 |
| By Discretionary | ||
| Discretionary | 16 | 239.9 |
| Non-Discretionary | 25 | 164.7 |
| Total | 41 | 404.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 378.5 | |
| United States Persons | 26.2 | |
| Total | 41 | 404.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hilltop Partners LLC
✚
|
IN | 0.4 |
|
Harvest Financial Advisors LLC
✚
|
OH | 0.4 |
|
White Pine Investment Company
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|
MI | 0.4 |
|
Penobscot Wealth Management
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|
ME | 0.4 |
|
Ryan Wealth Management Inc
✚
|
CA | 0.4 |
|
Adaptive Financial Consulting LLC
✚
|
OH | 0.4 |
|
Ifrah Financial Services Inc
✚
|
AR | 0.4 |
|
Harbor Advisory Corporation
✚
|
NH | 0.4 |
|
Cloud Capital LLC
✚
|
OK | 0.4 |
|
Savvy Advisors Inc
✚
|
NY | 0.4 |