PARKSTONE INVESTMENTS, LLC
Firm details
- Headquarters
- NEWTON, Massachusetts
- CRD number
- 171386
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Parkstone Investments, LLC is a small, privately held investment adviser organized as an LLC and owned by an individual. The firm manages portfolios for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. Its client base is focused on individuals and families rather than institutions, and its activities are concentrated on discretionary portfolio management rather than pension consulting or related-adviser functions. Parkstone does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1JOSEPH TISCHLER
PresidentCRD 6327196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWTON, MA
MIDDLESEX
Location
NEWTON, MA
Headquartered in NEWTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 1 Gtwy Centersuite 510
- Time zone
- ET (UTC-5)
- Office locations
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