PARKSIDE INVESTMENTS, LLC

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

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 Status	Approved
Firm CRD#	286178
SEC#	801-108826
Assets Managed by Firm	$1,162,779,128
No. of Clients	641
No. of Advisors	7

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 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

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