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PARKVIEW LTD.

ZURICH, Switzerland · CRD 160171 · IAPD ↗ · parkviewgroup.com · +41 44 283 40 80

$488.5MRegulatory AUM
6Advisory reps
9Employees
3Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

15
April 2025 — PARKVIEW LTD. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
1
April 2024 — PARKVIEW LTD. changed its website from parkview.ch to parkviewgroup.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
36
April 2024 — PARKVIEW LTD. reported RAUM up 40% ($288.8M -> $404.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.