RIA Intel›Advisers›New Jersey›PARKVIEW CAPITAL MANAGEMENT, LLC

PARKVIEW CAPITAL MANAGEMENT, LLC

Advisory

HIGHLAND PARK, NJ

Data as of Mar 16, 2020 · Source: SEC Form ADV

Average account

$84K

across 9 accounts

AUM per adviser

$760K

1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2020.

Total AUM

$760K

Discretionary %

100%

Clients

9

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$760K

Discretionary AUM$760K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNJ

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

9 clients

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

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Advisers of similar size in NJ

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

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MAGNET INVESTMENT GROUP, L.L.C.

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$675K

FORTUNE FINANCIAL LLC

$850K

GAELIN LLC

$865K

NOONAN, FRANCIS TERRENCE

CEDAR KNOLLS, NJ

$610K

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