Overview
Assets Under Management: $455 million
Headquarters: GRANITE BAY, CA
High-Net-Worth Clients: 113
Average Client Assets: $3 million
Frequently Asked Questions
PARKSHORE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148052), PARKSHORE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
PARKSHORE WEALTH MANAGEMENT is headquartered in GRANITE BAY, CA.
PARKSHORE WEALTH MANAGEMENT serves 113 high-net-worth clients according to their SEC filing dated March 25, 2025. View client details ↓
According to their SEC Form ADV, PARKSHORE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PARKSHORE WEALTH MANAGEMENT manages $455 million in client assets according to their SEC filing dated March 25, 2025.
According to their SEC Form ADV, PARKSHORE WEALTH MANAGEMENT serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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: 113
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.85
Average High-Net-Worth Client Assets: $3 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