PARKSHORE WEALTH MANAGEMENT

5940 Granite Lake Drive
Granite Bay, California 95746
Tel: 916-797-3007

About PARKSHORE WEALTH MANAGEMENT

PARKSHORE WEALTH MANAGEMENT, formally registered with the SEC as PARKSHORE WEALTH MANAGEMENT. The firm was established in 09/23/2013. They have over 4 offices throughout the country.

PARKSHORE WEALTH MANAGEMENT is a Granite Bay, California based Financial Planning firm with nearly $399,051,530 assets under management, offering retirement planning & investment advisory services to 1415 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148052
SEC#	801-78573
Assets Managed by Firm	$399,051,530
No. of Clients	1415
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (RETAINER FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	1415	$399,051,530
Individuals (other than high net worth individuals)	426	$187,939,928
High net worth individuals	71	$197,572,829
Pension and profit sharing plans	7	$13,538,773

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