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PARKVIEW LTD.
CRD 160171 · SEC 801-73069
GUTENBERGSTRASSE 9, ZURICH, LA, 8002, Switzerland
Phone
+41 44 283 40 80
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$488.5M
Discretionary AUM
$279.5M
Team
9 total employees; 6 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $451.4M |
| Insurance companies | 7 | $37.1M |
States served
LA, NY, FL
All web addresses on file
Official SEC filing: View on IAPD