RIA Intel›Advisers›Massachusetts›PARKSTONE INVESTMENTS, LLC

PARKSTONE INVESTMENTS, LLC

Advisory

NEWTON, MA

Data as of Apr 15, 2026 · Source: SEC Form ADV

Rank in MA

#1,323

of 1,590 advisers by AUM

Average account

$2M

across 14 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndMarch

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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LEBED ASSET MANAGEMENT LLC

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POSITIVE RETIREMENT OUTCOMES, LLC

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