Parkside Investments, LLC is an investment advisor, founded in 2017. We are an independent, boutique investment management firm providing individualized investment advice and we are committed to personal relationships, communications and service for our clients. Our typical client is an individual, a family, or often multiple generations who seek an investment advisor dedicated to a long-term investment philosophy. Armed with decades of cumulative investing experience, independent research, and practical capability, we customize an investment strategy to embody a client’s defined goals and objectives, while balancing risk and reward. We collaborate with our clients’ estate and tax experts to help ensure comprehensive wealth planning. We appreciate the complexities of managing multi-generational wealth because over 60% of our Assets Under Management (AUM) reflects multi-generational management of two or three generations. As part of our multi-generational perspective, we are pleased to mentor young or less experienced family members to expand their financial literacy and prepare them to successfully transition to handling wealth. We understand that financial legacies often require trusted advice, significant preparation/administration and effective nurturing for success.
View Top Employees from Parkside InvestmentsWebsite | http://parksideinv.com |
Revenue | $5 million |
Employees | 7 (4 on RocketReach) |
Founded | 2017 |
Address | 570 Lake Cook Rd, Deerfield, Illinois 60015, US |
Phone | (312) 778-7700 |
Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies |
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The Parkside Investments annual revenue was $5 million in 2024.
Chris Engelman is the Managing Director of Parkside Investments.
4 people are employed at Parkside Investments.
Parkside Investments is based in Deerfield, Illinois.
The NAICS codes for Parkside Investments are [52, 523, 5239, 52393].
The SIC codes for Parkside Investments are [628, 62].