A complete list of active advisors currently associated with Parkview Asset Management, Inc.
Warmer can help you find a great advisor at Parkview Asset Management, Inc. or one who fits your needs even better.
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.
To learn more about the advisors currently working at Parkview Asset Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Oakbrook Terrace, IL
| 7
| |
Oakbrook Terrace, IL
| 33
| |
Oakbrook Terrace, IL
| 17
|
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