P
CRD: 171386
Parkstone Investments, LLC
Newton, MA, 02458
6175492963
$24.0M Total AUM
$24.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
12 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2014
- Office Locations
- 1
Office Locations
ONE Gateway Center-Suite 510 Newton MA
About Parkstone Investments, LLC
Parkstone Investments, LLC is a Newton-based RIA. The firm has been operating for 12 years. Managing $24.0M in total assets under management, with 1 advisory representatives. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Unlock to compare peer behavior around vertex zenith.
Request access to benchmark trends tied to focus oak.
Unlock to compare peer behavior around glacier north.
Upgrade to reveal position-level detail across timber horizon.
Request access to benchmark trends tied to delta.
Premium access reveals conviction themes in foundation glacier.
Unlock to see real insight on prime quantum meridian.
See the complete signal summary connected to unison.
Asset Classes
Meridian harbor
Client Personas
Matrix summit
Investment Vehicles
Capital delta
Services
Harbor vector
Owner & Executives
J
JOSEPH JUDAH TISCHLER
Manager, President
- CRD
- #6327196
- Ownership
- 75% or more
(829) 336-1721
beacon.alpha@beaconcapital.com
in linkedin.com/in/pioneer-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,043,130 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,043,130 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $24,043,130
Equity - Exchange:
81.2% Cash:
18.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,650,289,478 | 81.2% |
| Cash | $613,613,820 | 18.8% |
| Total | $3,263,903,298 | 100.0% |