PARKSIDE ADVISORS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CLAYTON, Missouri
CRD number
327115

Firm profile

FINTRX

Overview

Parkside Advisors LLC operates as a limited liability company that appears to focus its activity on advising private pooled vehicles rather than providing traditional retail advisory relationships. The firm is set up under a domestic individual ownership model and is not identified as a capital allocator. Its regulatory footprint is limited: it is not labeled a multi-state adviser, not an active ESG investor, and it does not present itself as a pension consultant or related adviser. An affiliation with a trust company is reported, which suggests the firm uses trust-related services or works closely with trust infrastructure for custody, fiduciary, or administrative support. The firm’s public registration details and SEC registration year are not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JAMES WAGNER

    Co-Founder & CEOCRD 5333710

  • Derek Laur

    Chief Financial OfficerCRD 8175229

Contacts

1 of 1
  • ROBERT GRUNZINGER

    Executive Vice PresidentCRD 2989752

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLAYTON, MO

SAINT LOUIS

Location

CLAYTON, MO

Headquartered in CLAYTON, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT LOUIS
Address
8112 Maryland Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth