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PARKSHORE WEALTH MANAGEMENT
ROSEVILLE, CA
916-797-3007
SEC #801-69530Total AUM
$79.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3007 DOUGLAS BOULEVARD
SUITE 150
ROSEVILLE
CA 95661
United States
SUITE 150
ROSEVILLE
CA 95661
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
916-797-3007
Financials
Total AUM
$79.8M
Accounts
438Discretionary
$79.8M
Accounts
438Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.