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Building 2GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG

Map pinWOODLAND HILLS, CA
Phone818-587-4455
NotebookSEC #801-119036
Total AUM
$179.4M
Employees
6
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5950 CANOGA AVENUE
SUITE 540
WOODLAND HILLS
CA 91367
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
818-587-4455
Other Offices
1

ReceiptFinancials

Total AUM
$179.4M
Accounts
202
Discretionary
$111.2M
Accounts
182
Non-Discretionary
$68.2M
Accounts
20

ContactClients

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Individual Clients
45
AUM
$13M
HNW Individual Clients
10
AUM
$49.1M
Pension/Profit Sharing Plan Clients
70
AUM
$116.1M
Other Clients
1
AUM
$1.3M
Description of Other Clients
PRIVATE FUND

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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