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PARKVIEW US LLC

477 Madison Avenue
Floor 6
New York City, New York 10022
Tel: 1 646 213 4980

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About PARKVIEW US LLC

PARKVIEW US LLC, formally registered with the SEC as PARKVIEW US LLC. The firm was established in 02/14/2012. They have over 1 offices throughout the country.

PARKVIEW US LLC is a New York City, New York based Financial Planning firm with nearly $310,409,328 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#160172
SEC#801-73116
Assets Managed by Firm$310,409,328
No. of Clients22
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total22$310,409,328
High net worth individuals21$221,908,132
Charitable organizationsFewer than 5 clients$88,501,196

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