SourcingSourcing

PARKVIEW ASSET MANAGEMENT, INC.

C44
CRD 307977·SEC 801-124728·OAKBROOK TERRACE, IL
AUM
$206.1M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$618K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PARKVIEW ASSET MANAGEMENT, INC.
CRD
307977
SEC file #
801-124728
EIN
—
DBA names
—

Economics

AUM
$206.1M
AUM band
$100M-$500M
AUM trajectory
'23'26
$103.0M → $206.1M▲ +100%
Client mix
Individuals High Net Worth91
Individuals Other49
Pension Profit Sharing Plans39

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
4 advisors → 2 advisors▼ -50%
Primary office
OAKBROOK TERRACE IL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
wpn360.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JANKOWSKI, MICHAEL, TODD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JANKOWSKI, MICHAEL, TODD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WPN360.COM
Rdap Domain Creation Date
2012-11-15T18:28:15Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-15T18:28:15Z
Rdap Domain Last Changed
2026-01-26T16:28:04Z
Rdap Nameservers
Art.ns.cloudflare.comRuth.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2325650
Trust Company Affiliate
No

People (2)

2
JANKOWSKI, MICHAEL, TODD
IAR · Direct Owner · 87.5%
2325650
Bobbie Helman
IAR
2846861