PARKSIDE ADVISORS LLC
Tel: 510-883-1350 2040 Bancroft Way Suite 300 Berkeley, California 94704
About PARKSIDE ADVISORS LLC
PARKSIDE ADVISORS LLC is a Berkeley, California based financial advisory firm with nearly $746,542,674 in assets under management and provides investment advisory services for 928 clients. There are currently 9 financial advisors at the firm.
General Information
Firm CRD#:
125553
Firm SEC#:
801-63021
Assets Under Management:
$746,542,674
No. of Clients:
928
No. of Advisors:
9
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TAX PLANNING SERVICES)
Fee Structure:
A percentage of AUM
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