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Daniel Christian Andersen

PARKSHORE WEALTH MANAGEMENT·GRANITE BAY, California
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5940 GRANITE LAKE DRIVE, GRANITE BAY, CA 95746CRD# 5826910Firm CRD# 148052
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
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
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER FEES
Regulatory
SEC/IARD CRD# 5826910
Firm CRD# 148052
No disclosures on file
View on FINRA BrokerCheck →

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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 in GRANITE BAY
Nathan Christopher Ankney — DYNAMIC WEALTH STRATEGIES, LLCJames Brian Boyle — DYNAMIC WEALTH STRATEGIES, LLCEverett Hambleton — DYNAMIC WEALTH STRATEGIES, LLCRick Allan Gonsalves — DSS WEALTH MANAGEMENT, INC.Harold Craig Anderson — PARKSHORE WEALTH MANAGEMENT
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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