PARKSIDE ADVISORS LLC

BERKELEY, California·3 registered advisors·CRD# 125553
SEC# 801-630211510-883-1350
01

Firm Overview

AUM
$640M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at PARKSIDE ADVISORS LLC

3 registered advisors
Audrey Ellen Grubman
BERKELEY, California
Charles Otto Benziger
BERKELEY, California
Jill Louise Martin
BERKELEY, California
05

Office Locations

BERKELEY, California
3 advisors

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Data sourced from SEC Form ADV filings. PARKSIDE ADVISORS LLC (CRD# 125553) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.