This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-02-1998
- Office Locations
- 1
Office Locations
About Goldmark Financial Planners, LLC
Goldmark Financial Planners is an Oregon-based independent RIA serving individuals, families, and small owner-operated companies with fee-based financial planning and low-cost investment advice. The firm manages portfolios through Schwab Advisor Services or provides advice-only support (including rollovers and transfers) on an hourly basis. It also helps clients evaluate life/health/disability/LTC insurance and annuities on a provider-agnostic basis, with portfolios often built using mutual funds and ETFs.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WOLFGANG THEODOR SAILLER
Financial Planner
- CRD
- #2174284
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOSEPH D WITT
Financial Planner
- CRD
- #6153037
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing