Golden Bear Financial Planning
Golden Bear Financial Planning (CRD# 128772) is a financial advisory firm headquartered in , . They manage $9,630,000 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Golden Bear Financial Planning
By the Numbers
-
Total Assets Under Management10MILLION
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Total Number of Accounts23ACCOUNTS
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Average Account Value$418,696
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Golden Bear Financial Planning
1
Richard Ward (CRD# 4720758) is an Investment Advisor Representative working at Golden Bear Financial Planning in Rocklin, CA and has over 22 years of experience in the finance industry.
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