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 2 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 $132,658,986 assets under management, offering retirement planning & investment advisory services to 191 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	$132,658,986
No. of Clients	191
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	191	$132,658,986
Individuals (other than high net worth individuals)	74	$7,256,793
High net worth individuals	26	$34,332,112
Pension and profit sharing plans	91	$91,070,081

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