PARKSIDE ADVISORS LLC
Firm details
- Headquarters
- CLAYTON, Missouri
- CRD number
- 327115
Firm profile
FINTRXOverview
Parkside Advisors LLC operates as a limited liability company that appears to focus its activity on advising private pooled vehicles rather than providing traditional retail advisory relationships. The firm is set up under a domestic individual ownership model and is not identified as a capital allocator. Its regulatory footprint is limited: it is not labeled a multi-state adviser, not an active ESG investor, and it does not present itself as a pension consultant or related adviser. An affiliation with a trust company is reported, which suggests the firm uses trust-related services or works closely with trust infrastructure for custody, fiduciary, or administrative support. The firm’s public registration details and SEC registration year are not provided.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JAMES WAGNER
Co-Founder & CEOCRD 5333710
Derek Laur
Chief Financial OfficerCRD 8175229
Contacts
1 of 1ROBERT GRUNZINGER
Executive Vice PresidentCRD 2989752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLAYTON, MO
SAINT LOUIS
Location
CLAYTON, MO
Headquartered in CLAYTON, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 8112 Maryland Ave
- Time zone
- CT (UTC-6)
- Office locations
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