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PARKVIEW ASSET MANAGEMENT, INC.
CRD 307977 · SEC 801-124728
ONE PARKVIEW PLAZA, SUITE 117, OAKBROOK TERRACE, IL, 60181, United States
Phone
(708) 481-4000
Fax
(708) 481-4599
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$206.1M
Discretionary AUM
$206.1M
Team
4 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $17.2M |
| High net worth individuals | 91 | $148.7M |
| Pension/profit sharing plans | 39 | $40.2M |
States served
IL, TX, FL
All web addresses on file
Official SEC filing: View on IAPD