GOLDEN WEALTH MANAGEMENT - Financial Advisor in Pennsylvania, Pittston

Tel: (570) 208-7050 2 South Main Street Suite 400 Pittston, Pennsylvania 18640

About GOLDEN WEALTH MANAGEMENT

GOLDEN WEALTH MANAGEMENT is a Pittston, Pennsylvania based financial advisory firm with nearly $126,539,000 in assets under management and provides investment advisory services for 612 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

299522

Firm SEC#:

801-117113

Assets Under Management:

$126,539,000

No. of Clients:

612

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges

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Top Financial Advisory Firms in Pennsylvania, Pittston

FirmCRD#:147663

SEC#:801-69398

No. of Advisors:24

No. of Clients:5591

AUM:$1,692,446,290

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

JACOBI CAPITAL MANAGEMENT, LLC

147663

801-69398

5591

$1,692,446,290

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