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PARK STATE ASSET MANAGEMENT LLC
CRD 336573 · SEC 801-132913
50 DUNHAM RIDGE, SUITE 3100, BEVERLY, MA, 01915, United States
Phone
978.529.2395
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.4M
Discretionary AUM
$190.7M
Team
6 total employees; 4 advisory reps; 10 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $8.4M |
| High net worth individuals | 32 | $145.1M |
| Pension/profit sharing plans | 4 | $25.2M |
| Charitable organizations | 1 | $4.6M |
| Corporations/business entities | 5 | $9.1M |
States served
MA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD