Golden Wealth Management, Inc.
Golden Wealth Management, Inc. (CRD# 157893) is a financial advisory firm headquartered in , . They manage $28,992,496 in 103 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management29MILLION
Total Number of Accounts103ACCOUNTS
Average Account Value$281,481
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Shaun Golden (CRD# 2629946) is an Investment Advisor Representative working at Golden Wealth Management, Inc. in Sagaponack, NY and has over 21 years of experience in the finance industry.