Advisor at Parkview Capital LLC
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David Malmgren is a CFA® charterholder and principal advisor at Parkview Capital LLC, an independent firm based in Germantown, MD. He has 22 years of industry experience, including 18 years at FBB Capital Partners before founding Parkview Capital in 2021. Parkview Capital LLC provides advisory services to individual and high-net-worth clients, offering portfolio management and financial planning. The firm combines fundamental analysis, modern portfolio theory, quantitative techniques, and technical analysis to create tailored investment strategies across various asset classes.
$0 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.65%
$500 per hour (negotiable)
Germantown, MD
Maryland
Parkview Capital LLC
2021 - Present (5 years)
FBB Capital Partners
2003 - 2021 (18 years)
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