Parkshore Wealth Management

Parkshore Wealth Management (CRD# 148052) is a financial advisory firm headquartered in Granite Bay, CA. They manage $399,051,530 in 1,415 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
5940 Granite Lake Drive, Granite Bay, CA 95746
https://parkshorewealth.com
By the Numbers
  • Total Assets Under Management
    399
    MILLION
  • Total Number of Accounts
    1,415
    ACCOUNTS
  • Average Account Value
    $282,015
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, NV, OR, TX, UT, WA

Financial Advisors at Parkshore Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Andersen, financial advisor Granite Bay CA
Daniel C. Andersen
CRD#: 5826910
5940 Granite Lake Drive, Granite Bay, CA 95746

Daniel Andersen (CRD# 5826910) is an Investment Advisor Representative working at Parkshore Wealth Management in Granite Bay, CA and has 1 year of experience in the finance industry.

2
Harold Anderson, financial advisor Granite Bay CA
Harold C. Anderson
CRD#: 868705
5940 Granite Lake Drive, Granite Bay, CA 95746

Harold Anderson (CRD# 868705) is an Investment Advisor Representative working at Parkshore Wealth Management in Granite Bay, CA and has over 27 years of experience in the finance industry.

3
John-thomas Lloyd, financial advisor Roseville CA
John-thomas Lloyd
CRD#: 6073624
3007 Douglas Boulevard, Suite 150, Roseville, CA 95661

John-thomas Lloyd (CRD# 6073624) is an Investment Advisor Representative working at Parkshore Wealth Management in Roseville, CA and has over 12 years of experience in the finance industry.

4
Trevor Stone, financial advisor Granite Bay CA
Trevor D. Stone
CRD#: 7509537
5940 Granite Lake Drive, Granite Bay, CA 95746

Trevor Stone (CRD# 7509537) is an Investment Advisor Representative working at Parkshore Wealth Management in Granite Bay, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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