Parkview US LLC

RIASEC RegisteredEst. 2012

Total AUM

$312M

Discretionary

$210M

67% of AUM

Avg account

$16.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 160172
Registered since: February 14, 2012
Website: www.parkviewgroup.com
Custodians: HSBC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, DEUTSCHE BANK SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI65.77%
Charitable Organizations34.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Parkview US LLC is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2012. The firm serves individual and family clients and positions itself as a capital allocator that both manages portfolios and brings in third‑party managers. Its advisory services encompass discretionary portfolio management for individuals/small businesses and for businesses or institutions, as well as selecting other advisers and running educational seminars/workshops. Fee arrangements include a percentage-of-AUM component and fixed fees. Parkview does not identify as an active ESG investor and is not described as a multi‑state or pension consultant adviser.