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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PARKVIEW ASSET MANAGEMENT, INC.

CRD 307977

OAKBROOK TERRACE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bd323543-9bed-bf37-b099-49cd8dac9676

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 12, 2020 to Mar 31, 2026
14 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.2 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $206MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $206M
Private client RAUM: $166MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $68.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 287
Individual clients: 49
High net worth clients: 91
SEC number: 801-124728
CRD: 307977
Filings on the tape: 14
First filed: Mar 12, 2020
Latest filed: Mar 31, 2026
Organised: Corporation, IL
Website: wpn360.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL TODD JANKOWSKI	n/a	OAKBROOK TERRACE, IL	6	33	3	no
Bobbie Helman	n/a	OAKBROOK TERRACE, IL	2	11	3	no
ARMINAS RAJUNCAS	n/a	OAKBROOK TERRACE, IL	0	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JANKOWSKI, MICHAEL, TODD	FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	03/2020	Mar 12, 2020	Sep 26, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WEALTH PLANNING NETWORK I, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$206M	$206M	4	2	n/a	n/a
2024	Mar 31, 2025	$161M	$161M	6	2	n/a	n/a
2023	Mar 15, 2024	$127M	$127M	5	3	n/a	n/a
2022	Mar 29, 2023	$103M	$103M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$206M	$161M	28.4%	$103M	26.2%	4	6	0	0

Relationships

Registered with (5)

← ARMINAS RAJUNCASAdvisorregistration: current employment
Sep 3, 2026 to presentfactForm ADV
← Bobbie HelmanAdvisorregistration: current employment
Feb 6, 2024 to presentfactForm ADV
← MICHAEL TODD JANKOWSKIAdvisorregistration: current employment
Jun 26, 2020 to presentfactForm ADV
← Thomas J CarrollAdvisorregistration: previous registration
Dec 13, 2022 to Jun 11, 2024factForm ADV
← Shaun Robert WilliamsAdvisorregistration: previous registration
Jun 23, 2020 to Jun 20, 2022factForm ADV

Controls (1)

← JANKOWSKI, MICHAEL, TODDOwnerFOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 12, 2020 to Sep 26, 2024factForm ADV

Dated events

Occurred
Jun 11, 2024
Advisor changed firm
Thomas J Carroll left Parkview Asset Management, Inc. for Highpoint Planning Partners (registered 2024-06-03)
Form ADVobserved 4 days ago
Occurred
Jun 20, 2022
Advisor changed firm
Shaun Robert Williams left Parkview Asset Management, Inc. for Destination Wealth Management (registered 2025-02-10)
Form ADVobserved 4 days ago
Occurred
Mar 12, 2020
First Form ADV filing
Parkview Asset Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd323543-9bed-bf37-b099-49cd8dac9676
First observed: Mar 12, 2020
Last observed: Mar 31, 2026 5 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.

PARKVIEW ASSET MANAGEMENT, INC.

CRD 307977

OAKBROOK TERRACE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bd323543-9bed-bf37-b099-49cd8dac9676

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:13 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL TODD JANKOWSKI

n/a

OAKBROOK TERRACE, IL

Bobbie Helman

n/a

OAKBROOK TERRACE, IL

ARMINAS RAJUNCAS

n/a

OAKBROOK TERRACE, IL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JANKOWSKI, MICHAEL, TODD

FOUNDER, PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

03/2020

Mar 12, 2020

Sep 26, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WEALTH PLANNING NETWORK I, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$206M

n/a

2024

Mar 31, 2025

$161M

n/a

2023

Mar 15, 2024

$127M

n/a

2022

Mar 29, 2023

$103M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$206M

$161M

28.4%

$103M

26.2%