Parkshore Wealth Management
Firm details
- Headquarters
- Granite Bay, California
- CRD number
- 148052
- Registered since
- September 23, 2013
- Website
- www.parkshorewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI74.83%
- Individuals23.87%
- Pension & Profit Sharing Plans1.31%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Parkshore Wealth Management is an independent, corporation-structured registered investment adviser that opened in 2013 and is owned by an individual. It serves both individual/family and institutional clients and provides a mix of financial planning and portfolio management services — for individuals, small businesses, and institutional entities — along with pension consulting and selection of other advisers. The firm bills through a combination of AUM-based fees, hourly charges, fixed fees and other arrangements. Parkshore identifies as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities8%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Daniel Andersen
Senior AdvisorCRD 5826910
John-thomas Lloyd
AdvisorCRD 6073624
Samuel Taylor
Client Service SpecialistCRD 8212738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$264M in ETFs
4%
$10M
96%
$254M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $87.6M | 2,255,255 | 33.25% |
Location
Granite Bay, CA
Placer
Location
Granite Bay, CA
Headquartered in Granite Bay, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Placer
- Address
- 5940 Granite Lake Dr
- Time zone
- PT (UTC-8)
- Office locations
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