Parkshore Wealth Management

RIASEC RegisteredEst. 2013

Total AUM

$518M

Discretionary

$480M

93% of AUM

Avg account

$321K

Accounts

1,611

Employees

Advisory reps

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

FINTRX

Overview

Parkshore Wealth Management is an independent, SEC‑registered registered investment adviser organized as a corporation and owned by an individual. The firm has been SEC‑registered since 2013 and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selecting other advisers. Fee arrangements are flexible and include assets‑under‑management fees, hourly billing, fixed fees and other structures. The firm is not identified as an active ESG investor in the available data.