OAKBROOK TERRACE, ILCRD 307977Latest ADV March 31, 2026
Parkview Asset Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Oakbrook Terrace, IL. Its latest Form ADV filing, dated March 31, 2026, reports $206M in regulatory assets under management, 4 employees, and 287 accounts.
Assets Under Management
$206M
Employees
4
Offices
--
Total Clients
179
Primary office
OAKBROOK TERRACE, IL
ONE PARKVIEW PLAZA, SUITE 117, OAKBROOK TERRACE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.8% of total clients.
Top client categories% of clientsClients
1
HNWI
50.8%
91
2
Individuals
27.4%
49
3
Pension Plans
21.8%
39
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$206Mas of March 31, 2026
Discretionary100.0%
$206M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$206M
Total Accounts287
10Y AUM Change+$206M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee45:1
10Y Employee Change+1 (+33.3%)
* 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.