Overview
Assets Under Management: $455 million
Headquarters: GRANITE BAY, CA
High-Net-Worth Clients: 4
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.15
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 1,607
Discretionary Accounts: 1,470
Non-Discretionary Accounts: 137
Regulatory Filings
CRD Number: 148052
Filing ID: 1929834
Last Filing Date: 2025-03-25 15:52:00
Website: https://parkshorewealth.com