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PARKSHORE WEALTH MANAGEMENT
GRANITE BAY, CA
916-797-3007
SEC #801-78573Total AUM
$517.9M
Employees
10Clients
528Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5940 GRANITE LAKE DRIVE
GRANITE BAY
CA 95746
United States
GRANITE BAY
CA 95746
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
916-797-3007
Other Offices
4
Financials
Total AUM
$517.9M
Accounts
1,611Discretionary
$480.5M
Accounts
1,463Non-Discretionary
$37.4M
Accounts
148
Clients
Individual Clients
368AUM
$123.6M
HNW Individual Clients
154AUM
$387.5M
Pension/Profit Sharing Plan Clients
6AUM
$6.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER FEES
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDNVORTXUTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.