PARKSHORE WEALTH MANAGEMENT of GRANITE BAY, CA is an SEC-registered investment adviser (CRD 148052). Regulatory assets under management: $517.9M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Harold Craig Anderson | CHIEF FINANCIAL OFFICER; PRESIDENT | — |
| Daniel Christian Andersen | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| ANDERSON KENNETH CRAIG | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| ANDERSEN DANIEL CHRISTIAN | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 916-797-3007 |
| FOLSOM | CA | 0 | 916-797-3007 |
| LEHI | UT | 0 | 916-797-3007 |
| LOGAN | UT | 0 | 916-797-3007 |