$43.4M Total AUM
$43.4M Disc. AUM
-- 3Y CAGR
2 Employees
131 ADV. Clients
24 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-04-2002
- Office Locations
- 1
Office Locations
-- Gold Canyon AZ
About Gold Canyon Financial Planning
Gold Canyon Financial Planning is a Gold Canyon-based RIA. The firm has been operating for 24 years. Managing $43.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
56 AVG AGE
$43.4M AVG AUM / ADVISOR
$331.4K AVG AUM / CLIENT
22.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TRACY CELESTE GALE
--
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
D
DIANE ALMA OUELLETTE MS
Associate
- CRD
- #4854313
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,415,991 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,415,991 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing