PARKSTONE INVESTMENTS, LLC

PARKSTONE INVESTMENTS, LLC of NEWTON, MA is an SEC-registered investment adviser (CRD 171386). Regulatory assets under management: $24.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 171386
• Type: Registered investment adviser
• Location: ONE GATEWAY CENTER-SUITE 510, NEWTON, MA, 02458
• Phone: 617-549-2963
• Latest filing: 2026-04-15
• Regulatory AUM: $24.0M
• Discretionary AUM: $24.0M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171386 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search