Overview
Assets Under Management: $171 million
High-Net-Worth Clients: 64
Average Client Assets: $3 million
Frequently Asked Questions
GOLDEN BELL FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #305635), GOLDEN BELL FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
GOLDEN BELL FINANCIAL PLANNING, LLC serves 64 high-net-worth clients according to their SEC filing dated November 11, 2024. View client details ↓
According to their SEC Form ADV, GOLDEN BELL FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
GOLDEN BELL FINANCIAL PLANNING, LLC manages $171 million in client assets according to their SEC filing dated November 11, 2024.
According to their SEC Form ADV, GOLDEN BELL FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 510
Discretionary Accounts: 510
Regulatory Filings
CRD Number: 305635
Last Filing Date: 2024-11-11 00:00:00
Website: https://goldenbellfp.com