Golden Lion Wealth Management, LLC

Golden Lion Wealth Management, LLC (CRD# 315157) is a financial advisory firm headquartered in , . They manage $13,714,444 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/samparwiz
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $244,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Golden Lion Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Sulaiman Parwiz, financial advisor Concord CA
Sulaiman S. Parwiz
CRD#: 6834017
Concord, CA

Sulaiman Parwiz (CRD# 6834017) is an Investment Advisor Representative working at Golden Lion Wealth Management, LLC in Concord, CA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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