570 Lake Cook Road
Suite 100
Deerfield, Illinois 60015
Tel: (312) 778-7700
PARKSIDE INVESTMENTS, LLC, formally registered with the SEC as PARKSIDE INVESTMENTS, LLC. The firm was established in 01/03/2017. They have over 1 offices throughout the country.
PARKSIDE INVESTMENTS, LLC is a Deerfield, Illinois based Financial Planning firm with nearly $1,162,779,128 assets under management, offering retirement planning & investment advisory services to 641 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 286178 |
SEC# | 801-108826 |
Assets Managed by Firm | $1,162,779,128 |
No. of Clients | 641 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 641 | $1,162,779,128 |
Individuals (other than high net worth individuals) | 48 | $16,018,703 |
High net worth individuals | 148 | $691,956,914 |
Pension and profit sharing plans | Fewer than 5 clients | $32,302,960 |
Charitable organizations | Fewer than 5 clients | $388,846 |
Corporations or other businesses | Fewer than 5 clients | $11,739,681 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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