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GOLDEN BELL FINANCIAL PLANNING, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$178.1M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 178.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 305635 |
| SEC Number | 801-120276 |
| Phone | 678-561-5462 |
| Total Employees | 1 |
Client Count by Type (92 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 64 |
| Individuals (other than H… | 28 |
County data not available for this organization.