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Building 2GOLDENSTONE WEALTH MANAGEMENT

Map pinEL DORADO HILLS, CA
Phone916-799-6527
NotebookSEC #801-129031
Total AUM
$238.3M
Employees
2
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5170 GOLDEN FOOTHILL PARKWAY
EL DORADO HILLS
CA 95762
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
916-799-6527

ReceiptFinancials

Total AUM
$238.3M
Accounts
236
Discretionary
$177.3M
Accounts
230
Non-Discretionary
$60.9M
Accounts
6

ContactClients

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Individual Clients
16
AUM
$10.3M
HNW Individual Clients
55
AUM
$167.1M
Pension/Profit Sharing Plan Clients
6
AUM
$60.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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