PARKVIEW CAPITAL MANAGEMENT

Overview

Parkview Capital Management operates as an independent registered investment advisor (RIA) and is structured as a sole proprietorship. The firm focuses on providing financial planning services and portfolio management primarily for individual and family clients. With a straightforward fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, Parkview Capital Management tailors its services to meet the specific needs of its clientele. The firm does not engage in capital allocation or ESG investing, and it does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices