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| Happy Holidays!! thanks for using AUM13F!! |
| Parkview US LLC
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|---|---|
| CRD # | 160172 |
| SEC # | 801-73116 |
| CIK # | |
| AUM | $299.6 M (2025-03-10) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 646-213-4980 |
| Address | 477 Madison Avenue New York City, NY 10022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 24 | 203.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 96.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 24 | 299.6 |
| By Discretionary | ||
| Discretionary | 4 | 93.1 |
| Non-Discretionary | 20 | 206.5 |
| Total | 24 | 299.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 171.4 | |
| United States Persons | 128.3 | |
| Total | 24 | 299.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.3 |
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Diversified Financial Management Associates Inc
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MA | 0.3 |
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Darden Wealth Group Inc
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MI | 0.3 |
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May Barnhard Investments LLC
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MD | 0.3 |
|
TSA Wealth Management LLC
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TX | 0.3 |
|
Navigate Financial LLC
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UT | 0.3 |
|
Wealth Advisors Northwest LLC
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|
OR | 0.3 |
|
Oneamerica Securities Inc
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|
IN | 0.3 |
|
Cloud Investments LLC
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|
AL | 0.3 |
|
Fluent Financial LLC
✚
|
TX | 0.3 |