| Name | Title | Ownership | Since |
|---|---|---|---|
| David Wayne Neibert Control | Director | Under 5% | 2022 |
| Marygold & Co. Control | Owner | Over 75% | 2020 |
| Nicholas Daniel Gerber Control | Chief Executive Officer, Chief Compliance Officer, Director | Under 5% | 2020 |
Marygold & Co. Advisory Services, LLC reports $30,725 in regulatory assets under management on its Form ADV.
Marygold & Co. Advisory Services, LLC reports 11 employees.
Marygold & Co. Advisory Services, LLC is based in Walnut Creek, CA.
Marygold & Co. Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1850 Mt. Diablo Blvd,, Suite 640, Walnut Creek, CA 94596 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $31K |
| Total (RAUM) | $31K |