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, privately owned registered investment adviser that has been SEC-registered since 2013. The firm operates as a capital allocator on behalf of both high-net-worth individuals/families and institutional clients. Its advisory platform includes comprehensive financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed fees. FINTRX flags the firm as not pursuing ESG investing, and the data marks the business as an independent RIA with an individual owner.
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 5DANIEL ANDERSEN
Senior AdvisorCRD 5826910
JOHN-THOMAS LLOYD
Associate 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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