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

Tel: 818-587-4455
5950 Canoga Avenue
Suite 540
Woodland Hills, California  91367

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

GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG is a Woodland Hills, California based financial advisory firm with nearly $132,658,986 in assets under management and provides investment advisory services for 191 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

156588

SEC#:

801-119036

No. of Clients:

191

Assets under Management

$132,658,986

No. of Advisors:

5

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