Parkside Advisors LLC
Legal Name: PARKSIDE ADVISORS LLC
2040 BANCROFT WAY, SUITE 300, BERKELEY, CA
Full Contact Details
Other Info
Parkside Advisors LLC is legally known as PARKSIDE ADVISORS LLC. It is a CA Limited Liability Company. This firm has 8 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 3, 2004.
Direct Owners
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AUDREY ELLEN GRUBMAN
MANAGING PRINCIPAL owns less than 5%
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CHARLES OTTO BENZIGER
MANAGING PRINCIPAL owns less than 5%
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GRUBMAN MANAGEMENT, INC.
OWNER owns more than 50% but less than 75%
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JILL LOUISE MARTIN
CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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PARKSIDE CAPITAL ADVISORS, LLC
OWNER owns more than 50% but less than 75%
Indirect Owners
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AUDREY ELLEN GRUBMAN
SOLE OWNER owns 75% or more
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CHARLES OTTO BENZIGER
SOLE OWNER owns 75% or more
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 10, 2019
- ISHARES TR RUS 1000 VAL ETF $23,822k
- ISHARES TR RUS 1000 ETF $21,951k
- ISHARES $16,102k
- ISHARES TR CORE US AGGBD ET $12,438k
- ISHARES $11,892k
- ISHARES TR $9,155k
- PIMCO ETF TR $9,039k
- ISHARES TR RUSSELL 2000 ETF $8,671k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $8,271k
- ISHARES $8,038k