1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2GOLDEN BELL FINANCIAL PLANNING, LLC

Map pin
Phone678-561-5462
NotebookSEC #801-120276
Total AUM
$208.6M
Employees
1
Clients
92

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:30 AM - 5:30 PM
Monday - Friday
Phone
678-561-5462

ReceiptFinancials

Total AUM
$208.6M
Accounts
464
Discretionary
$208.6M
Accounts
464
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
27
AUM
$11.9M
HNW Individual Clients
65
AUM
$196.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account