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PARKSIDE ADVISORS LLC
2040 Bancroft Way
Suite 300
Berkeley, California 94704
Tel: 510-883-1350
About PARKSIDE ADVISORS LLC
PARKSIDE ADVISORS LLC, formally registered with the SEC as PARKSIDE ADVISORS LLC. The firm was established in 05/03/2004. They have over 2 offices throughout the country.
PARKSIDE ADVISORS LLC is a Berkeley, California based Financial Planning firm with nearly $746,542,674 assets under management, offering retirement planning & investment advisory services to 928 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125553 |
| SEC# | 801-63021 |
| Assets Managed by Firm | $746,542,674 |
| No. of Clients | 928 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (TAX PLANNING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 928 | $746,542,674 |
| Individuals (other than high net worth individuals) | 48 | $27,397,686 |
| High net worth individuals | 169 | $716,632,367 |
| Corporations or other businesses | Fewer than 5 clients | $2,512,621 |
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