Parkside Advisors LLC

Parkside Advisors LLC (CRD# 125553) is a financial advisory firm headquartered in Berkeley, CA. They manage $640,362,649 in 862 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2040 Bancroft Way, Suite 300, Berkeley, CA 94704
https://www.linkedin.com/company/parksideadvisors
By the Numbers
  • Total Assets Under Management
    640
    MILLION
  • Total Number of Accounts
    862
    ACCOUNTS
  • Average Account Value
    $742,880
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NY, TX

Financial Advisors at Parkside Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Charles Benziger, financial advisor Berkeley CA
Charles O. Benziger
CRD#: 2624958
2040 Bancroft Way, Suite 300, Berkeley, CA 94704
Charles Benziger (CRD# 2624958) is an Investment Advisor Representative working at Parkside Capital Advisors, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
2
Audrey Grubman, financial advisor Berkeley CA
Audrey E. Grubman
CRD#: 2766919
2040 Bancroft Way, Suite 300, Berkeley, CA 94704

Audrey Grubman (CRD# 2766919) is an Investment Advisor Representative working at Parkside Advisors LLC in Berkeley, CA and has 1 year of experience in the finance industry.

3
Rael Rubin, financial advisor Berkeley CA
Rael Rubin
CRD#: 7635164
2040 Bancroft Way, Suite 300, Berkeley, CA 94704

Rael Rubin (CRD# 7635164) is an Investment Advisor Representative working at Parkside Advisors LLC in Berkeley, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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