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Daniel Christian Andersen

PARKSHORE WEALTH MANAGEMENT·GRANITE BAY, California
Clean record14 years registeredPARKSHORE WEALTH MANAGEMENT
5940 GRANITE LAKE DRIVE, GRANITE BAY, CA 95746CRD# 5826910Firm CRD# 148052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Christian Andersen · GRANITE BAY, CA
Registration
CRD #5826910 · PARKSHORE WEALTH MANAGEMENT · 14 years registered
Brand Profile
Not yet started
01

Career History

PARKSHORE WEALTH MANAGEMENT
May 2012 – present
02

Registrations & Exams

Registration record
First registered · May 30, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PARKSHORE WEALTH MANAGEMENT
CRD 148052 · SEC 801-78573
AUM
$399M
Regulatory assets under management
Employees
8
1,415 client accounts
Services offered by PARKSHORE WEALTH MANAGEMENT
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PARKSHORE WEALTH MANAGEMENT →
Introduction

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05

Frequently Asked Questions

What services does Daniel Christian Andersen offer?
Daniel Christian Andersen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GRANITE BAY, California for a consultation.
What are Daniel Christian Andersen's credentials?
Daniel Christian Andersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Christian Andersen located?
Daniel Christian Andersen is based in GRANITE BAY, California, working with PARKSHORE WEALTH MANAGEMENT. Their office serves clients in the GRANITE BAY metropolitan area and surrounding communities.
How does Daniel Christian Andersen charge for services?
Daniel Christian Andersen's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARKSHORE WEALTH MANAGEMENT?
PARKSHORE WEALTH MANAGEMENT has approximately 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PARKSHORE WEALTH MANAGEMENT

Harold Craig Anderson
GRANITE BAY, CA

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