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PARKSTONE INVESTMENTS, LLC
CRD 171386
ONE GATEWAY CENTER-SUITE 510, NEWTON, MA, 02458, United States
Phone
617-549-2963
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.0M
Discretionary AUM
$24.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $24.0M |
Official SEC filing: View on IAPD