Parkshore Wealth Management

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CAFR Data
Parkshore Wealth Management
CRD #148052
SEC #801-78573
CIK #
AUM $184.6 MM (97% Disc, 100% US)
Employees7 (71% Investors, 0% Brokers)
Phone916-797-3007
Address3007 Douglas Boulevard
Roseville, CA 95661
Source [IAPD] [Website]
Total AUM ($MM)
190152114763802007201120162021
Comparable Firms State AUM ($BB)
Smith Financial Investment Advisors Inc
IN 0.2
Klosters Capital LLC
FL 0.2
Pacific Advisory Group Inc
CA 0.2
Acima Private Wealth LLC
VA 0.2
Comprehensive Financial Consultants Institutional Inc
IN 0.2
Coulter & Justus Financial Services LLC
TN 0.2
Acumen Wealth Advisors LLC
TN 0.2
SWS Partners LLC
OH 0.2
Beecher Investors Inc
NY 0.2
Doheny Asset Management LLC
CA 0.2
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