National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > granite bay

PARKSHORE WEALTH MANAGEMENT

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

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

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

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 FEE

Firm CRD#:

148052

SEC#:

801-78573

No. of Clients:

1415

Assets under Management

$399,051,530

No. of Advisors:

8

More Financial Advisory Firms in Granite Bay, California

More Firms in Granite Bay, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.