|
⚲
|
| Parkview US LLC
✚
| |
|---|---|
| CRD # | 160172 |
| SEC # | 801-73116 |
| CIK # | |
| AUM | $310.4 MM (2024-05-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 646-213-4980 |
| Address | 477 Madison Avenue New York City, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($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) | 21 | 221.9 |
| (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 | 88.5 |
| (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 | 22 | 310.4 |
| By Discretionary | ||
| Discretionary | 5 | 92.9 |
| Non-Discretionary | 17 | 217.5 |
| Total | 22 | 310.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 201.8 | |
| United States Persons | 108.6 | |
| Total | 22 | 310.4 |
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|---|---|---|
|
Artemis Financial Advisors LLC
✚
|
MA | 0.3 |
|
Drake & Associates LLC
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|
WI | 0.3 |
|
WT Wealth Management LLC
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|
AZ | 0.3 |
|
Eagle Wealth Management Group Inc
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|
CA | 0.3 |
|
Yosemite Capital Management LLC
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|
CA | 0.3 |
|
CornerStone Planning LLC
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|
NC | 0.3 |
|
Legend Financial Advisors Inc
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|
PA | 0.3 |
|
Access Financial Resources Inc
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|
OK | 0.3 |
|
del Monte Group LLC
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|
CA | 0.3 |
|
Shearwater Capital LLC
✚
|
CO | 0.3 |