Audrey
Grubman
Parkside Advisors LLC
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About this Advisor
Audrey Grubman is a certified financial planner working in Berkeley, California who has 27 years of industry experience. Grubman currently works for Parkside Advisors LLC. The advisor has gained experience at Grubman Wealth Management and Parkside Advisors LLC. Grubman can operate in California. Parkside Advisors LLC is a financial advisory firm operating out of Berkeley, CA. The investment advisory business has a total of nine advisors. It manages $524 million in assets under management among its 819 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. Of its 819 customer accounts, 76% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees usually are based on the type of financial services offered. Fees billed by Parkside Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parkside Advisors LLC Brokerage Details
$523,487,743
9
819
$639,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Audrey Grubman Work History
Audrey has been registered as a financial advisor for 27 years.*
Parkside Advisors LLC
Grubman Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Audrey Grubman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parkside Advisors LLC
Berkeley, CA
Berkeley, CA
Berkeley, CA
Berkeley, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
