Shonan Gold Financial LLC

Overview

Shonan Gold Financial LLC is a small, independent registered investment advisor operating as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm reports a clear equities preference, using exchange-traded securities as the primary vehicle for client portfolios and supplementing those exposures with mutual funds and external real estate allocations. Service delivery appears to be a mix of percentage-of-AUM advisory work and fee-for-service planning or hourly engagements, consistent with a boutique practice serving a small client base rather than institutional capital. The adviser is not listed as an active ESG investor, does not act as a pension consultant, and is classified as an independent RIA with an individual owner structure. Advisory activities center on personalized planning and discretionary portfolio management for individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices