PARKSHORE WEALTH MANAGEMENT
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
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)
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