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Building 2PARKVIEW ASSET MANAGEMENT, INC.

Map pinOAKBROOK TERRACE, IL
Phone(708) 481-4000
NotebookSEC #801-124728
Total AUM
$206.1M
Employees
4
Clients
179

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE PARKVIEW PLAZA
SUITE 117
OAKBROOK TERRACE
IL 60181
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(708) 481-4000

ReceiptFinancials

Total AUM
$206.1M
Accounts
287
Discretionary
$206.1M
Accounts
287
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
49
AUM
$17.2M
HNW Individual Clients
91
AUM
$148.7M
Pension/Profit Sharing Plan Clients
39
AUM
$40.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTX

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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