Falists
← Back to search

PARKVIEW LTD.

CRD 160171 · SEC 801-73069

Visit website

GUTENBERGSTRASSE 9, ZURICH, LA, 8002, Switzerland

Phone

+41 44 283 40 80

Fax

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

TypeClientsAUM
High net worth individuals55$451.4M
Insurance companies7$37.1M

States served

LA, NY, FL

All web addresses on file

Official SEC filing: View on IAPD