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Building 2PARKSIDE ADVISORS LLC

Map pinBERKELEY, CA
Phone510-883-1350
NotebookSEC #801-63021
Total AUM
$746.5M
Employees
9
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2040 BANCROFT WAY
SUITE 300
BERKELEY
CA 94704
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
510-883-1350
Other Offices
1

ReceiptFinancials

Total AUM
$746.5M
Accounts
928
Discretionary
$746.5M
Accounts
928
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$27.4M
HNW Individual Clients
169
AUM
$716.6M
Corporation or Business Clients
1
AUM
$2.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PLANNING SERVICES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYTX

HandshakeAffiliates

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

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