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Sanjay Balmukand Varshney

GOLDENSTONE WEALTH MANAGEMENT, LLC·EL DORADO HILLS, California
Unclaimed Profile
5170 GOLDEN FOOTHILL PARKWAY, EL DORADO HILLS, CA 95762CRD# 4721550Firm CRD# 310041
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About

Sanjay Balmukand Varshney is a registered financial advisor based in EL DORADO HILLS, California, affiliated with GOLDENSTONE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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Firm Overview

Firm
GOLDENSTONE WEALTH MANAGEMENT, LLC
GOLDENSTONE WEALTH MANAGEMENT
AUM
$137M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at GOLDENSTONE WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4721550
Firm CRD# 310041
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sanjay Balmukand Varshney offer?
Sanjay Balmukand Varshney specializes in Investment Management, Fee-Only Advisory. Contact their office in EL DORADO HILLS, California for a consultation.
What are Sanjay Balmukand Varshney's credentials?
Sanjay Balmukand Varshney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sanjay Balmukand Varshney located?
Sanjay Balmukand Varshney is based in EL DORADO HILLS, California, working with GOLDENSTONE WEALTH MANAGEMENT, LLC. Their office serves clients in the EL DORADO HILLS metropolitan area and surrounding communities.
How does Sanjay Balmukand Varshney charge for services?
Sanjay Balmukand Varshney's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDENSTONE WEALTH MANAGEMENT, LLC?
GOLDENSTONE WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $137M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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