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

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

About 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, formally registered with the SEC as GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG. The firm was established in 07/15/2020. They have over 1 offices throughout the country.

GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG is a Woodland Hills, California based Financial Planning firm with nearly $107,611,177 assets under management, offering retirement planning & investment advisory services to 204 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156588
SEC#	801-119036
Assets Managed by Firm	$107,611,177
No. of Clients	204
No. of Advisors	5

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	204	$107,611,177
Individuals (other than high net worth individuals)	81	$9,211,441
High net worth individuals	22	$21,457,003
Pension and profit sharing plans	101	$76,942,733

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