CRD: 156588
Golden K Plans AND Wealth Management A DBA OF Golden K Wealth MG
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- Custodian
- Broadridge · Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- NorthWave
- Established Date
- 06-08-2011
- Office Locations
- 1
Office Locations
About Golden K Plans AND Wealth Management A DBA OF Golden K Wealth MG
Golden K Plans and Wealth Management provides fiduciary wealth management for retirees/pre-retirees, business owners, and high-net-worth families. The firm builds retirement income plans, tax-aware portfolios, and coordinated estate and philanthropic strategies, and supports employer-sponsored plan design and administration (including 401(k) and cash balance plans). Clients can access proprietary model portfolios that are actively monitored and regularly rebalanced for cost-efficiency and long-term growth.
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Owner & Executives
SAL T. KARGODORIAN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2667572
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,222,744 | $611,114 |
| Non-Discretionary | $68,221,008 | $3,411,050 |
| Total | $179,443,752 | $888,335 |
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Separately Managed Accounts
Total SMA Asset: $179,443,752
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,586,288,900 | 32.9% |
| Equity - Exchange | $1,124,131,650 | 14.3% |
| Cash | $793,967,109 | 10.1% |
| Other | $3,356,672,828 | 42.7% |
| Total | $7,861,060,487 | 100.0% |