National Retirement Planning Experts

National Coverage
Local Professionals

PARKSIDE INVESTMENTS, LLC

570 Lake Cook Road
Suite 100
Deerfield, Illinois 60015
Tel: (312) 778-7700

Need a Financial Advisor?
Compare Vetted Advisors

About PARKSIDE INVESTMENTS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#286178
SEC#801-108826
Assets Managed by Firm$1,162,779,128
No. of Clients641
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total641$1,162,779,128
Individuals (other than high net worth individuals)48$16,018,703
High net worth individuals148$691,956,914
Pension and profit sharing plansFewer than 5 clients$32,302,960
Charitable organizationsFewer than 5 clients$388,846
Corporations or other businessesFewer than 5 clients$11,739,681

More Retirement Planning firms in Deerfield, Illinois:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED
50 S Lasalle Street
Chicago, IL, 60603-1008
$1,016,556,943,58041105674
INVESCO CAPITAL MANAGEMENT LLC
3500 Lacey Road, Suite 700
Downers Grove, IL, 60515
$545,530,164,135401220
ENVESTNET PMC
150 North Riverside Plaza Suite 2050
Chicago, IL, 60606
$426,071,864,5661821809415
BALYASNY ASSET MANAGEMENT L.P.
444 W. Lake Street, 50th Floor
Chicago, IL, 60606
$248,044,764,038371857
NUVEEN ASSET MANAGEMENT, LLC
333 West Wacker Drive
Chicago, IL, 60606
$239,614,971,44159703397

Explore More Retirement Advisors in Deerfield, Illinois