The Gold Company

The Gold Company (CRD# 123127) is a financial advisory firm headquartered in Old Orchard Beach, ME. They manage $17,150,000 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3 Island View Avenue, Old Orchard Beach, ME 04064
http://thegoldcompanyfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $591,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, ME

Financial Advisors at The Gold Company
Showing 1 - 1 of 1 top financial advisors.
1
Joel Gold, financial advisor Portland ME
Joel I. Gold
CRD#: 223801
145 Newbury Street, Portland, ME 04101

Joel Gold (CRD# 223801) is an Investment Advisor Representative working at The Gold Company in Portland, ME and has over 30 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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