Falists
← Back to search

GOLDEN BELL FINANCIAL PLANNING, LLC

CRD 305635 · SEC 801-120276

Visit website

GA, United States

Phone

678-561-5462

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$208.6M

Discretionary AUM

$208.6M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals27$11.9M
High net worth individuals65$196.7M

States served

GA, TX

All web addresses on file

Official SEC filing: View on IAPD