Marygold & Co. Advisory Services, LLC
CRD 310439SEC# 801-119523Walnut Creek, CA
No longer SEC-registered. Marygold & Co. Advisory Services, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$31K
Employees
11
Accounts
59
Location
Walnut Creek, CA
Marygold & Co. Advisory Services, LLC assets under management
Marygold & Co. Advisory Services, LLC is a registered investment adviser overseen by the SEC based in Walnut Creek, CA. It reports $30,725 in regulatory assets under management and employs 11 people.
Marygold & Co. Advisory Services, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Wayne Neibert Control | Director | Under 5% | 2022 |
| Marygold & Co. Control | Owner | Over 75% | 2020 |
| Nicholas Daniel Gerber Control | Chief Executive Officer, Chief Compliance Officer, Director | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Marygold & Co. Advisory Services, LLC manage?
Marygold & Co. Advisory Services, LLC reports $30,725 in regulatory assets under management on its Form ADV.
How many employees does Marygold & Co. Advisory Services, LLC have?
Marygold & Co. Advisory Services, LLC reports 11 employees.
Where is Marygold & Co. Advisory Services, LLC located?
Marygold & Co. Advisory Services, LLC is based in Walnut Creek, CA.
Does Marygold & Co. Advisory Services, LLC disclose fund performance?
Marygold & Co. Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1850 Mt. Diablo Blvd,, Suite 640, Walnut Creek, CA 94596 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$31KNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$31Kregulatory AUM
Discretionary $0Non-discretionary $31K