Parkside Investments, LLC

Parkside Investments, LLC (CRD# 286178) is a financial advisory firm headquartered in Deerfield, IL. They manage $1,162,779,128 in 641 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
570 Lake Cook Road, Suite 100, Deerfield, IL 60015
https://www.linkedin.com/company/parkside-invest/
By the Numbers
  • Total Assets Under Management
    1,163
    MILLION
  • Total Number of Accounts
    641
    ACCOUNTS
  • Average Account Value
    $1,814,008
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, IL, TN, TX

Financial Advisors at Parkside Investments, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Alan Cole, financial advisor Deerfield IL
Alan (. Cole
CRD#: 3035430
570 Lake Cook Road, Suite 100, Deerfield, IL 60015

Alan Cole (CRD# 3035430) is an Investment Advisor Representative working at Parkside Investments, LLC in Deerfield, IL and has over 22 years of experience in the finance industry.

2
Christopher Engelman, financial advisor Deerfield IL
Christopher I. Engelman
CRD#: 2436374
570 Lake Cook Road, Suite 100, Deerfield, IL 60015

Christopher Engelman (CRD# 2436374) is an Investment Advisor Representative working at Parkside Investments, LLC in Deerfield, IL and has over 30 years of experience in the finance industry.

3
Debbiann Frenzel, financial advisor Deerfield IL
Debbiann Frenzel
CRD#: 3042634
570 Lake Cook Road, Suite 100, Deerfield, IL 60015

Debbiann Frenzel (CRD# 3042634) is an Investment Advisor Representative working at Parkside Investments, LLC in Deerfield, IL and has over 25 years of experience in the finance industry.

4
John Kearney, financial advisor Deerfield IL
John C. Kearney
CRD#: 4702058
570 Lake Cook Road, Suite 100, Deerfield, IL 60015

John Kearney (CRD# 4702058) is an Investment Advisor Representative working at Parkside Investments, LLC in Deerfield, IL and has 1 year of experience in the finance industry.

5
Todd Needlman, financial advisor Deerfield IL
Todd A. Needlman
CRD#: 4014804
570 Lake Cook Road, Suite 100, Deerfield, IL 60015

Todd Needlman (CRD# 4014804) is an Investment Advisor Representative working at Parkside Investments, LLC in Deerfield, IL and has over 5 years 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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