Ian
Gonda
Parkworth Wealth Management, Inc
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About this Advisor
Ian Gonda is a financial advisor based in San Jose, California with a total of 2 years of industry experience. Gonda currently works for Parkworth Wealth Management, Inc. Their career trajectory has included roles at University Of California - San Diego, Surf Diva Surf Shop, Capistrano Unified School District and Parkworth Wealth Management, Inc. Gonda holds a Series 65 license, designating them as an investment advisor representative, and can advise clients in California and Texas. Parkworth Wealth Management, Inc is a registered investment business based in San Jose, CA. The company has just four advisors. It oversees $128 million in assets under management among its 355 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 355 customer accounts, 78% are associated with high-net-worth investors who have greater than $1 million in investable assets. Parkworth Wealth Management, Inc offers a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically are based on which services are offered. However, fee types billed by Parkworth Wealth Management, Inc can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parkworth Wealth Management, Inc Brokerage Details
$127,649,078
4
355
$359,575
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Ian Gonda Work History
Ian has been registered as a financial advisor for 2 years.*
Parkworth Wealth Management, Inc
Surf Diva Surf Shop
University Of California - San Diego
Capistrano Unified School District
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ian Gonda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Parkworth Wealth Management, Inc
San Jose, CA
San Jose, CA
San Jose, CA
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