|
⚲
|
| Golden Bell Financial Planning LLC
✚
| |
|---|---|
| CRD # | 305635 |
| SEC # | 801-120276 |
| CIK # | |
| AUM | $171.2 MM (2024-02-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 678-561-5462 |
| Address | 550 Morning Mist Court Alpharetta, GA 30022 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 12.5 |
| (b) Individuals (high net worth individuals) | 63 | 158.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 510 | 171.2 |
| By Discretionary | ||
| Discretionary | 510 | 171.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 510 | 171.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.2 | |
| Total | 510 | 171.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Everest Wealth Management LLC
✚
|
KS | 0.2 |
|
Inman Wealth Management LLC
✚
|
MS | 0.2 |
|
Christian Investment Advisors Inc
✚
|
TX | 0.2 |
|
Asset Management Advisors LLC
✚
|
OK | 0.2 |
|
J P Davis Inc
✚
|
AZ | 0.2 |
|
Future Financial Wealth Management Group LLC
✚
|
OH | 0.2 |
|
Royal Oak Financial Group
✚
|
OH | 0.2 |
|
Duration Asset Management LLC
✚
|
TX | 0.2 |
|
Disciplined Portfolio Solutions LLC
✚
|
NC | 0.2 |
|
Arrien Investments Inc
✚
|
ID | 0.2 |