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Parkshore Wealth Management

● SEC registered since 2013CRD 148052SEC# 801-78573Granite Bay, CA
Export (members)
Reg. AUM
$455.4M
Employees
9
Accounts
1,607
Location
Granite Bay, CA

Parkshore Wealth Management assets under management

Parkshore Wealth Management is an SEC-registered investment adviser based in Granite Bay, CA. The firm has been registered since 2013. It reports $455.4 million in regulatory assets under management and employs 9 people.
parkshorewealth.comView on SEC.gov ↗

Parkshore Wealth Management owners & executives

2 reported
NameTitleOwnershipSince
Daniel Christian Andersen ControlVice President/Chief Compliance Officer5-10%2008
Harold Craig Anderson ControlPresidentOver 75%2008

Frequently asked questions

How much does Parkshore Wealth Management manage?

Parkshore Wealth Management reports $455.4 million in regulatory assets under management on its Form ADV.

How many employees does Parkshore Wealth Management have?

Parkshore Wealth Management reports 9 employees.

Where is Parkshore Wealth Management located?

Parkshore Wealth Management is based in Granite Bay, CA and has been SEC-registered since 2013.

Does Parkshore Wealth Management disclose fund performance?

Parkshore Wealth Management is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5940 Granite Lake Drive, Granite Bay, CA 95746
Phone916-797-3007
Fax916-797-1747
Office hours8:30a.m. To 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2024251
Discloses disciplinary historyNo

Assets under management

Discretionary$423.8M
Non-discretionary$31.6M
Total (RAUM)$455.4M