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Parkview Asset Management, Inc.

Parkview Asset Management, Inc.. CRD 307977

Parkview Asset Management, Inc. logo

CRD: 307977

Parkview Asset Management, Inc.

Oakbrook Terrace, IL, 60181
7084814000
wpn360.com
$206.1M Total AUM
$206.1M Disc. AUM
23.8% 3Y CAGR
4 Employees
179 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท LPL Financial
Clients
Retail and Institutional
Platforms
Capital ridgeZenith
Established Date
06-23-2020
Office Locations
1

Office Locations

ONE Parkview Plaza Suite 117 Oakbrook Terrace IL

About Parkview Asset Management, Inc.

Parkview Asset Management provides coordinated wealth planning and portfolio management with a focus on risk management, tax-efficient decisions, retirement planning, and asset protection. The firm also supports charitable planning, including SECURE Act 2.0 QCD-funded charitable gift annuity considerations. Clients can use the MyWealthPlan360 portal/app to view accounts in one place, track budgets, set alerts, and store documents securely.

Team overview

53 AVG AGE
$103.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.1 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Glacier Pioneer alpha

Client Personas

Radial element Meridian Peak oak

Custodian

Matrix Pioneer unison Insight delta Value Glacier Radial Beacon Crest oak Matrix unison Radial pioneer Matrix

Investment Themes

Capital element Focus legacy

Investment Vehicles

Summit wave

Platform

Insight bridge Signal momentum Ember atlas

Services

Eagle Beacon Insight Radial Capital Ridge bridge Pathway eagle Prime Atlas timber Optima Insight

Technology

Bridge north Zenith wave

Owner & Executives

M

MICHAEL TODD JANKOWSKI

Chief Compliance Officer, Financial Professional, FOUNDER, President

CRD
#2325650
Ownership
75% or more
(537) 320-6352
ember.meridian@timbercapital.com
in linkedin.com/in/eagle-oak

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Contacts

B

Bobbie Helman

Wealth Advisor

CRD
#2846861
(978) 444-8502
pathway.quantum@focuscapital.com
in linkedin.com/in/horizon-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-13-2022
08-22-2023
09-26-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $206,056,032 $717,965
Non-Discretionary $0 --
Total $206,056,032 $717,965

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Separately Managed Accounts

Total SMA Asset: $206,056,032

$206.1M Total SMA
Equity - Exchange:
16.4%
Public Funds:
33.9%
Cash:
35.1%
Corporate - Investment Grade:
14.6%
Asset class Assets Assets %
Equity - Exchange $934,288,737 16.4%
Public Funds $1,931,243,183 33.9%
Cash $1,999,605,773 35.1%
Corporate - Investment Grade $831,744,852 14.6%
Total $5,696,882,545 100.0%

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