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Golden Bell Financial Planning, LLC

● SEC registered since 2021CRD 305635SEC# 801-120276
Export (members)
Reg. AUM
$178.1M
Employees
1
Accounts
459
Location
—

Golden Bell Financial Planning, LLC assets under management

Golden Bell Financial Planning, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $178.1 million in regulatory assets under management and employs 1 people.
www.x.com/goldenbellfpView on SEC.gov ↗

Golden Bell Financial Planning, LLC owners & executives

1 reported
NameTitleOwnershipSince
Jason David Lina ControlManaging Member And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Golden Bell Financial Planning, LLC manage?

Golden Bell Financial Planning, LLC reports $178.1 million in regulatory assets under management on its Form ADV.

How many employees does Golden Bell Financial Planning, LLC have?

Golden Bell Financial Planning, LLC reports 1 employees.

Does Golden Bell Financial Planning, LLC disclose fund performance?

Golden Bell Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone678-561-5462
Office hours7:30 a.m. - 5:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$178.1M
Non-discretionary$0
Total (RAUM)$178.1M