GOLDEN K PLANS & WEALTH MANAGEMENT

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Golden K Plans & Wealth Management offers personalized investment management, analysis, and consulting services.

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GOLDEN K PLANS & WEALTH MANAGEMENT

Social Links:

Industry:
Advice Consulting Financial Services Wealth Management

Founded:
2011-01-01

Address:
Woodland Hills, California, United States

Country:
United States

Website Url:
http://www.goldenkplans.com

Total Employee:
1+

Status:
Active

Contact:
(818) 587-4455

Email Addresses:
[email protected]

Technology used in webpage:
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Official Site Inspections

http://www.goldenkplans.com

  • Host name: 151.101.66.159
  • IP address: 151.101.66.159
  • Location: United States
  • Latitude: 37.751
  • Longitude: -97.822
  • Timezone: America/Chicago

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Golden K Plans & Wealth Management

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Https://www.goldenkplans.com. By the Numbers. Total Assets Under Management. 133. MILLION. Total Number of Accounts. 191. ACCOUNTS. Average Account Value. $694,550. …See details»

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These proprietary model portfolios are: Monitored on a monthly basis; Rebalanced on a quarterly basis; Reviewed with client on a quarterly basis. We prepare and review quarterly …See details»

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If this is a 401(k) plan, you will need a specific form from the recordkeeper (such as Vanguard, Newport group, or American Funds). Please contact our office for the latest form at 818-587-4455See details»

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