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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2021
- Office Locations
- 1
Office Locations
About Shonan Gold Financial LLC
Shonan Gold Financial is a Florida RIA focused on financial planning and evidence-based wealth management for medical school graduates, residents, early-career physicians and physician assistants. The firm helps with student loan repayment, tax-aware investing and broader planning, implementing low-cost, broadly diversified portfolios (primarily ETFs) with no account minimums. Custodied at Charles Schwab.
Team overview
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Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Glenn C Sanger-Hodgson
Chief Compliance Officer, Owner
- CRD
- #7485353
- Ownership
- 50% but less than 75%
Alyssa Michele Sanger-Hodgson
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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