$64.1M Total AUM
$64.1M Disc. AUM
-- 3Y CAGR
1 Employees
126 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-09-2004
- Office Locations
- 1
Office Locations
ONE NEW Hampshire AVE #125 Portsmouth NH
About Golden Financial Services
Golden Financial Services is a private, fee-based wealth management firm serving individuals and families across New England. The practice provides comprehensive planning across accumulation, risk management, tax, business, retirement, and estate needs and acts as a “head coach” coordinating decisions with clients. Portfolios are implemented primarily with ETFs (with some fixed income) and custody includes Charles Schwab.
Team overview
61 AVG AGE
$64.1M AVG AUM / ADVISOR
$508.7K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Value quantum
Client Personas
Peak focus
Custodian
Value
Investment Themes
Frontier wave Eagle harbor Eagle
Investment Vehicles
Catalyst insight
Platform
Capital
Services
Delta ridge Delta radial Prime Ember value Signal Focus Wave optima Horizon
Owner & Executives
C
CRAIG ALAN KRESPACH
Chief Compliance Officer, Owner
- CRD
- #4066881
- Ownership
- 75% or more
(699) 548-4443
meridian.ember@horizoncapital.com
in linkedin.com/in/fusion-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,101,808 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,101,808 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,101,808
Equity - Exchange:
22.6% Cash:
31.2% Corporate - Investment Grade:
11.2% Municipal Bonds:
35.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,512,661,071 | 22.6% |
| Cash | $2,088,275,461 | 31.2% |
| Corporate - Investment Grade | $749,637,345 | 11.2% |
| Municipal Bonds | $2,342,616,702 | 35.0% |
| Total | $6,693,190,579 | 100.0% |