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Parkside Investments, LLC

Headquartered in DEERFIELD, IL

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Firm Information

Parkside Investments, LLC is an investment advisor based in Deerfield, IL. They manage a total of $1,162,779,128 in regulatory assets, with $800,122,563 of those assets managed on a discretionary basis. They provide portfolio management services to individuals, businesses, and pooled investment vehicles. They also select other advisors for their clients. The firm manages assets for 641 total accounts, with 518 of those accounts managed on a discretionary basis.

Parkside Investments, LLC

570 LAKE COOK ROAD

DEERFIELD, IL 60015

$1.16B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

PARKSIDE INVESTMENTS, LLC has a total of 1 branch locations across the country.
location

DEERFIELD, IL

Advisors at Parkside Investments, LLC

View All 4 Advisors
Unclaimed
Christopher Irving Engelman

CFA®, RA

DEERFIELD, IL

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John Charles Kearney

CFA®, RA

DEERFIELD, IL

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Todd Alan Needlman

RA

DEERFIELD, IL

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Unclaimed
Alan (nmn) Cole

CFA®, CIC®, RA

DEERFIELD, IL

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Unclaimed
Debbiann Frenzel

RA

DEERFIELD, IL

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Disclosures

There are no public disclosures for Parkside Investments, LLC.

Frequently Asked Questions (8)

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