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PARKVIEW ADVISORS, LLC, CRD 174405
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HART, ADRIENNE, YOST | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2015 | Jun 3, 2015 | Nov 15, 2019 |
| SKW FINANCIAL LLC | MANAGING MEMBER | E | yes | 02/2015 | Mar 30, 2015 | Nov 15, 2019 |
| SMITH, KEITH, WAYNE | MANAGING MEMBER | E | yes | 01/2015 | Mar 30, 2015 | Nov 15, 2019 |
| SMITH, KEITH, WAYNE | ELECTED MANAGER | Na | yes | 03/2015 | Mar 30, 2015 | Nov 15, 2019 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2018 | Mar 21, 2019 | $62.9M | $62.9M | 1 | 1 | 0 | n/a | n/a |
| 2017 | Mar 26, 2018 | $54.8M | $54.8M | 1 | 1 | 0 | n/a | n/a |
| 2016 | Feb 28, 2017 | $47.4M | $47.4M | 4 | 2 | n/a | n/a | n/a |
| 2015 | Feb 23, 2016 | $38.5M | $38.5M | 3 | 2 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2018 | $30.9M | $54.8M | -43.6% | $38.5M | -7.1% | 1 | 1 | 0 | 0 |