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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Harbor value
- Established Date
- 06-03-2025
- Office Locations
- 1
Office Locations
About Park State Asset Management LLC
Park State Asset Management LLC is a Beverly, MA registered investment adviser providing portfolio construction, asset allocation and discretionary asset management for retail and institutional clients. Strategies emphasize ETF-based implementation alongside fixed income and mutual funds, with insurance and business-succession planning support where appropriate. Common custody relationships include Schwab and Fidelity/NFS. Established in 2025.
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Investment Themes
Investment Vehicles
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Owner & Executives
WILLIAM LOEMKER FURBER
Managing Partner
- CRD
- #1261236
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Daniel Alden Carman
--
- CRD
- #7971580
Samuel Bernard Cohen
--
- CRD
- #6856040
Delta optima
Unison beacon pathway
- CRD
- #46595
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,745,082 | $1,513,850 |
| Non-Discretionary | $1,642,389 | $234,627 |
| Total | $192,387,471 | $1,446,522 |
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Separately Managed Accounts
Total SMA Asset: $192,387,471
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $463,353,501 | 11.2% |
| Cash | $997,037,444 | 24.1% |
| Corporate - Investment Grade | $959,803,680 | 23.2% |
| Public Funds | $426,119,737 | 10.3% |
| Corporate - Non-Investment Grade | $467,490,586 | 11.3% |
| Municipal Bonds | $823,279,881 | 19.9% |
| Total | $4,137,084,829 | 100.0% |