AdvisorOS Directory
Claim Profile
Unclaimed Profile
DA

Daniel Christian Andersen

PARKSHORE WEALTH MANAGEMENT·GRANITE BAY, California
Clean recordPARKSHORE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Christian Andersen is a registered financial advisor based in GRANITE BAY, California, affiliated with PARKSHORE WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PARKSHORE WEALTH MANAGEMENT
PARKSHORE WEALTH MANAGEMENT
AUM
$399M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PARKSHORE WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER FEES
Regulatory
SEC/IARD CRD# 5826910
Firm CRD# 148052
View on FINRA BrokerCheck →

Looking for a financial advisor in GRANITE BAY?

Browse all registered financial advisors in GRANITE BAY, California or claim this profile if it's yours.

Browse GRANITE BAY AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PARKSHORE WEALTH MANAGEMENT

Harold Craig Anderson
GRANITE BAY, CA

More Advisors in GRANITE BAY, California

Giuseppe Francesco Visconti
ONESOURCE ADVISORS, LLC·GRANITE BAY, CA
Jerry Clark Palmer
DYNAMIC WEALTH STRATEGIES, LLC·GRANITE BAY, CA
John Vincent Scambray
ONESOURCE ADVISORS, LLC·GRANITE BAY, CA
James Brian Boyle
DYNAMIC WEALTH STRATEGIES, LLC·GRANITE BAY, CA
Kenneth Lee Christie
SPECTRUM WEALTH ADVISORY GROUP, LLC·GRANITE BAY, CA
Nathan Christopher Ankney
DYNAMIC WEALTH STRATEGIES, LLC·GRANITE BAY, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile