Parkview Ltd. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 26, 2026, reports $488M in regulatory assets under management, 9 employees, 1 office, and 62 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.7% of total clients.
Top client categories% of clientsClients
1
HNWI
88.7%
55
2
Insurance Cos.
11.3%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$488Mas of February 26, 2026
Discretionary57.2%
$280M
57% of total RAUM57.2%
Non-discretionary42.8%
$209M
43% of total RAUM42.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$488M
Total Accounts62
10Y AUM Change$-100M (-16.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee7:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.