PARKSHORE WEALTH MANAGEMENT

GRANITE BAY, California·2 registered advisors·CRD# 148052
SEC# 801-785733916-797-3007
01

Firm Overview

AUM
$399M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PARKSHORE WEALTH MANAGEMENT

2 registered advisors
Daniel Christian Andersen
GRANITE BAY, California
Harold Craig Anderson
GRANITE BAY, California
05

Office Locations

GRANITE BAY, California
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PARKSHORE WEALTH MANAGEMENT (CRD# 148052) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.