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Home > Retirement Planners > illinois > oakbrook terrace > PARKVIEW ASSET MANAGEMENT, INC.
PARKVIEW ASSET MANAGEMENT, INC.
One Parkview Plaza
Suite 117
Oakbrook Terrace, Illinois 60181
Tel: (708) 481-4000
About PARKVIEW ASSET MANAGEMENT, INC.
PARKVIEW ASSET MANAGEMENT, INC, formally registered with the SEC as PARKVIEW ASSET MANAGEMENT, INC. The firm was established in 04/22/2022. They have over 1 offices throughout the country.
PARKVIEW ASSET MANAGEMENT, INC. is a Oakbrook Terrace, Illinois based Financial Planning firm with nearly $126,822,394 assets under management, offering retirement planning & investment advisory services to 213 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307977 |
| SEC# | 801-124728 |
| Assets Managed by Firm | $126,822,394 |
| No. of Clients | 213 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 213 | $126,822,394 |
| Individuals (other than high net worth individuals) | 54 | $19,372,627 |
| High net worth individuals | 28 | $101,023,804 |
| Pension and profit sharing plans | 17 | $5,101,488 |
| Charitable organizations | Fewer than 5 clients | $1,324,475 |
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|---|---|---|---|
| $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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