Golden Bell Financial Planning, LLC
● SEC registered since 2021CRD 305635SEC# 801-120276
Reg. AUM
$208.6M
Employees
1
Accounts
464
Location
—
Golden Bell Financial Planning, LLC assets under management
Golden Bell Financial Planning, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $208.6 million in regulatory assets under management and employs 1 people.
Golden Bell Financial Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason David Lina Control | Managing Member And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Golden Bell Financial Planning, LLC manage?
Golden Bell Financial Planning, LLC reports $208.6 million in regulatory assets under management on its Form ADV.
How many employees does Golden Bell Financial Planning, LLC have?
Golden Bell Financial Planning, LLC reports 1 employees.
Does Golden Bell Financial Planning, LLC disclose fund performance?
Golden Bell Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 678-561-5462 |
| Office hours | 7:30 a.m. - 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208.6M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$208.6Mregulatory AUM
Discretionary $208.6M