Parkview Asset Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Parkview Asset Management reports 179 clients. They include 91 high-net-worth individuals, 49 individual clients, and 39 pension and profit-sharing plans. Of its assets, 100.0% ($206M across 287 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $206M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 27% | 8% |
| High-net-worth individuals | 51% | 72% |
| Pension and profit-sharing plans | 22% | 20% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 49 | $17.2M | 8.3% | $350K |
| High-net-worth individuals | 91 | $149M | 72.2% | $1.63M |
| Pension and profit-sharing plans | 39 | $40.2M | 19.5% | $1.03M |
| Total | 179 | $206M | 100% | $1.15M |
- Clients
- 49
- Regulatory AUM
- $17.2M
- AUM share
- 8.3%
- Avg. per client
- $350K
- Clients
- 91
- Regulatory AUM
- $149M
- AUM share
- 72.2%
- Avg. per client
- $1.63M
- Clients
- 39
- Regulatory AUM
- $40.2M
- AUM share
- 19.5%
- Avg. per client
- $1.03M
Total
- Clients
- 179
- Regulatory AUM
- $206M
- AUM share
- 100%
- Avg. per client
- $1.15M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Parkview Asset Management charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Hourly up to $500 an hour, or fixed fees up to $4,000, negotiable, with an estimate provided before engagement.
- Retirement Plan Advisory Services
- Annual asset-based fee of up to 1.50%, billed in advance, negotiable depending on the size and complexity of the plan.
Michael Jankowski owns 75% or more of Parkview Asset Management. The leadership team of Parkview Asset Management includes President Michael Jankowski. It has 4 employees, 2 of them in advisory roles.
Leadership
Michael JankowskiFounder, President and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Parkview Asset Management, Inc.
Michael Jankowski
Control person · since March 2020
Parkview Asset Management’s regulatory assets grew 2.0× from $103M (June 2022) to $206M (March 2026); clients were 179 in both filings and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $206M | 179 | 4 | 1 |
| Mar 2025March 2025 | $161M | 112 | 6 | 1 |
| Apr 2024April 2024 | $127M | 99 | 5 | 1 |
| Mar 2023March 2023 | $103M | 103 | 4 | 1 |
| Jun 2022June 2022 | $103M | 174 | 5 | 1 |
Besides its headquarters, Parkview Asset Management has 0 offices, with 1 listed address in 1 state.
Illinois · 1 listed address
- One Parkview Plaza, Suite 117, Oakbrook TerraceHQ
Other business names
Parkview Asset Management has reported 1 other business name to the SEC.
- Wealth Planning Network
Contact and registration details
- Legal name
- Parkview Asset Management, Inc.
- Headquarters
- One Parkview Plaza, Suite 117, Oakbrook Terrace, IL 60181
- Website
- wpn360.com
- Phone
- 708-481-4000
- SEC file
- 801-124728
- Structure
- Illinois corporation
- Fiscal year end
- December
Parkview Asset Management’s named custodian for separately managed accounts is Fidelity ($206M). Parkview Asset Management does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $206M100%
At year end, Parkview Asset Management’s separately managed accounts were mostly in stocks (68%) and funds (22%).
What the accounts hold
- Stocks68%
- Funds22%
- Bonds1%
- Cash9%
How many clients does Parkview Asset Management have?
Parkview Asset Management has 179 clients and manages $206 million for them, as of March 2026. They include 91 high-net-worth individuals, 49 individual clients, and 39 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Parkview Asset Management offer?
Parkview Asset Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Parkview Asset Management charge?
Parkview Asset Management charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in arrears and is negotiable.
Source: PARKVIEW DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 31 March 2026
Which custodians does Parkview Asset Management use?
Parkview Asset Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $206M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Parkview Asset Management have?
Parkview Asset Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Parkview Asset Management invest in?
At the end of its last fiscal year, Parkview Asset Management’s separately managed accounts held 68% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Parkview Asset Management?
Parkview Asset Management’s direct owner is Michael Jankowski (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Parkview Asset Management get paid?
Parkview Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Parkview Asset Management?
Parkview Asset Management’s main office is at One Parkview Plaza, Suite 117, Oakbrook Terrace, IL 60181. Its phone number is 708-481-4000. Its website is wpn360.com.