Golden Reserve Retirement LLC

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Assets, Funds, Holdings

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Golden Reserve Retirement LLC
CRD #283588
SEC #801-121383
CIK #
AUM $201.1 MM (2024-07-11)
Employees 9 (67% Investors, 0% Brokers)
Phone855-456-4777
Address270 Bradenton Avenue
Dublin, OH 43017
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 1,333 190.3
(b) Individuals (high net worth individuals) 4 10.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,848 201.1
By Discretionary
Discretionary 1,848 201.1
Non-Discretionary 0 0.0
Total 1,848 201.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 201.1
Total 1,848 201.1
Comparable Firms State AUM ($BB)
Clarity Asset Management Inc
IA 0.2
Jlfranklin Wealth Planning LLC
CA 0.2
Apex Strategic Wealth LLC
TN 0.2
Luken Investment Analytics LLC
TN 0.2
Wealth Teams Alliance Inc
CA 0.2
Pento Portfolio Strategies LLC
FL 0.2
Dumaine Investments LLC
LA 0.2
Nestegg Advisors Inc
NY 0.2
Wealth Legacy Institute Inc
CO 0.2
Valuewealth Services LLC
MD 0.2
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