Parkview Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$165,868,600
Clients
140
Advisors
3
of 4 employees
About
Parkview Asset Management, Inc. is a two-advisor, SEC-registered firm that manages roughly $206 million for about 140 clients, serving individuals, high-net-worth individuals, trusts, estates and retirement plans. The firm offers discretionary portfolio management alongside comprehensive financial planning and retirement-plan advisory services, and acts in a fiduciary capacity for applicable retirement accounts.
The firm’s investment approach is primarily long-term and client-specific, typically using low-cost diversified mutual funds and ETFs while also employing individual securities or unaffiliated money managers when appropriate. Parkview uses third-party tools such as Orion for automatic rebalancing and tax-loss harvesting and can manage held-away participant accounts via a third-party platform while retaining discretion to adjust allocations based on client objectives and market conditions.
Notably, Parkview sponsors a wrap-fee program that bundles transaction, custodial and administrative costs into a single asset-based fee, a structure that is uncommon among similar supported firms. The firm is also affiliated with an insurance agency (Wealth Planning Network) and discloses that certain advisory personnel are licensed to recommend insurance products and may receive commissions, a relationship the brochure identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Up to $4,000 fixed fee for financial planning services.
$0+: 0.50% annually +: 1.50% annually
Up to $500 per hour for financial planning services.
Fee-only: Investment advisory fees range from 0.50% to 1.50% annually based on asset levels and complexity; Fees may be fixed or tiered within this range; Fees are negotiable.
Main office
One Parkview Plaza, Suite 117
Oakbrook Terrace IL 60181
Advisors at this office
3
Most active in
Florida · Illinois · Texas
Also doing business as
Parkview Asset Management, Inc. · Wealth Planning Network
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael J
Series 63, Series 65
Oakbrook Terrace, IL
Parkview Asset Management, Inc.
Michael Jankowski is a financial advisor with Parkview Asset Management, Inc. in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Parkview in 2020, he spent 12 years at LaSalle St. Investment Advisors, LLC and LaSalle St. Securities, LLC. He is also president of Wealth Planning Network LLC, which focuses on fixed insurance products and serves as trustee for related benefit plans. Parkview Asset Management is a two-advisor firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary portfolio management and comprehensive financial planning, using a primarily long-term, client-specific investment approach with low-cost diversified mutual funds, ETFs, and individual securities when appropriate.
Arminas R
Series 63, Series 65
Oakbrook Terrace, IL
Parkview Asset Management, Inc.
Arminas Rajuncas is a financial advisor at Parkview Asset Management, Inc. with 17 years of industry experience. He has previously worked at LPL Financial and Unique Wealth Strategies, LLC. Rajuncas holds Series 63 and Series 65 licenses. Parkview Asset Management, Inc. is a two-advisor SEC-registered firm managing approximately $206 million for around 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning with a primarily long-term, client-specific investment approach using low-cost diversified mutual funds, ETFs, and individual securities when appropriate.
Bobbie H
Series 66
Oakbrook Terrace, IL
Parkview Asset Management, Inc.
Bobbie Helman is a financial advisor at Parkview Asset Management, Inc. with eight years of industry experience and a Series 66 designation. Her prior work includes roles at firms such as Cousins & Associates Inc., StrategyPoint Financial LLC, and Edward Jones. Parkview Asset Management, Inc. manages approximately $206 million for about 140 clients, including individuals, high-net-worth individuals, trusts, estates, and retirement plans. The firm provides discretionary portfolio management and comprehensive financial planning, using a long-term, client-specific investment approach that typically incorporates low-cost diversified mutual funds and ETFs along with individual securities or unaffiliated money managers as appropriate.
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