This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.66 fund_share=0.0 institutional_share=0.34 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$312MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$210M

Private client RAUM

$205MderivedItem 5.D individuals plus high net worth individuals

Private client share

66%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

19

Individual clients

0

High net worth clients

18

SEC number

801-73116

CRD

160172

Filings on the tape

25

First filed

Jan 31, 2012

Latest filed

Jul 16, 2026

Organised

Limited Liability Company, DE

Website

parkviewgroup.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4cb13ee2-e68a-7b4b-35e2-c81c5e42376f

First observed

Jan 31, 2012

Last observed

Jul 16, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.