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