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Building 2PARKSIDE FAMILY OFFICE LLC

Map pin
Phone425-238-4356
NotebookSEC #801-134811
Total AUM
$52.4M
Employees
1
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30-1:00
Monday - Friday
Phone
425-238-4356

ReceiptFinancials

Total AUM
$52.4M
Accounts
53
Discretionary
$52.4M
Accounts
53
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
6
AUM
$3.1M
HNW Individual Clients
13
AUM
$49.2M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0
Other Clients
1
AUM
$0
Description of Other Clients
0

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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