GOLDEN FINANCIAL SERVICES

GOLDEN FINANCIAL SERVICES of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 132256). Regulatory assets under management: $64.1M.

Registration

• CRD: 132256
• Type: Registered investment adviser
• Location: ONE NEW HAMPSHIRE AVE, PORTSMOUTH, NH, 03801-2907
• Phone: 603-758-1755
• Latest filing: 2026-04-03
• Regulatory AUM: $64.1M
• Discretionary AUM: $64.1M
• Clients: 1
• Accounts: 277

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132256 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search