Marygold & Co Advisory Services LLC

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Marygold & Co Advisory Services LLC ✚
CRD #	310439
SEC #	801-119523
CIK #
AUM
Employees	11 (9% Investors, 0% Brokers)
Phone	925-297-9465
Address	1850 Mt Diablo Blvd, Walnut Creek, CA 94596
Source	[IAPD] [Website] [LinkedIn] [Facebook]

Total AUM ($k) Copy

AUM Breakdown	Accounts	AUM ($k)
By Client Type
(a) Individuals (other than high net worth individuals)	59	30.7
(b) Individuals (high net worth individuals)	0	0.0
(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	59	30.7
By Discretionary
Discretionary	0	0.0
Non-Discretionary	59	30.7
Total	59	30.7
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		30.7
Total	59	30.7

Firm Profile (Form ADV)
Serves	Retail

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Marygold & Co Advisory Services LLC

Assets, Funds, Holdings