PARKSHORE WEALTH MANAGEMENT - Financial Advisor in California, Granite Bay

Tel: 916-797-3007 5940 Granite Lake Drive Granite Bay, California 95746

About PARKSHORE WEALTH MANAGEMENT

PARKSHORE WEALTH MANAGEMENT is a Granite Bay, California based financial advisory firm with nearly $399,051,530 in assets under management and provides investment advisory services for 1415 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

148052

Firm SEC#:

801-78573

Assets Under Management:

$399,051,530

No. of Clients:

1415

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (TAX PREPARATION)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (RETAINER FEES)

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