GOLDMARK FINANCIAL PLANNERS, LLC

GOLDMARK FINANCIAL PLANNERS, LLC is an SEC-registered investment adviser (CRD 154979). Regulatory assets under management: $6.0M.

Registration

• CRD: 154979
• Type: Registered investment adviser
• Phone: 5033750208
• Latest filing: 2026-01-09
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Clients: 2
• Accounts: 42

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154979 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search