Parkside Advisors is an investment advisor in Berkeley with $523.49 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Grubman Wealth Management
SEC CIK
IRS number
943240917
SEC advisor number
801-63021
FINRA CRD number
125553
AUM ?
$523.49 mm
(as of 13 Apr 23)
Accounts
819
(as of 13 Apr 23)
Employees
9
(4 investment advisory or research)
Address
Parkside Advisors
2040 BANCROFT WAY, SUITE 300
BERKELEY
CA 94704
2040 BANCROFT WAY, SUITE 300
BERKELEY
CA 94704
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
510-883-1350
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Grubman, Audrey, Ellen | Managing Principal | 03/1996 | < 5% |
Martin, Jill, Louise | Chief Operations Officer and Chief Compliance Officer | 03/2018 | < 5% |
Grubman Management, Inc. | Owner | 07/2018 | 10-25% |
Grubman, Audrey, Ellen | Sole Owner | 07/2018 | > 75% |
Parkside Capital Advisors, LLC | Owner | 08/2018 | > 75% |
Benziger, Charles, Otto | Sole Owner | 05/2013 | > 75% |
Benziger, Charles, Otto | Managing Principal | 08/2018 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jul 24
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Jan 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22