Overview
Assets Under Management: $131 million
Headquarters: SENECA, SC
High-Net-Worth Clients: 37
Average Client Assets: $1.5 million
Frequently Asked Questions
GOLDEN CORNER WEALTH ADVISORS 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 #309044), GOLDEN CORNER WEALTH ADVISORS is subject to fiduciary duty under federal law.
GOLDEN CORNER WEALTH ADVISORS is headquartered in SENECA, SC.
GOLDEN CORNER WEALTH ADVISORS serves 37 high-net-worth clients according to their SEC filing dated June 05, 2023. View client details ↓
According to their SEC Form ADV, GOLDEN CORNER WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GOLDEN CORNER WEALTH ADVISORS manages $131 million in client assets according to their SEC filing dated June 05, 2023.
According to their SEC Form ADV, GOLDEN CORNER WEALTH ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.09%
Average Client Assets: $1.5 million
Total Client Accounts: 790
Discretionary Accounts: 787
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 309044
Filing ID: 1766326
Last Filing Date: 2023-06-05 10:42:00