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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Golden Reserve Retirement LLC
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|---|---|
| CRD # | 283588 |
| SEC # | 801-121383 |
| CIK # | 0002066488 |
| AUM | $310.9 M (2025-05-16) |
| Employees | 31 (55% Investors, 0% Brokers) |
| Phone | 855-456-4777 |
| Address | 270 Bradenton Avenue Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 3.9 | ||
| Amazon Com Inc | 0.6 | ||
| CVS Caremark Corp | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Nvidia Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,350 | 252.1 |
| (b) Individuals (high net worth individuals) | 35 | 58.9 |
| (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 | 2,183 | 310.9 |
| By Discretionary | ||
| Discretionary | 2,183 | 310.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,183 | 310.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 310.9 | |
| Total | 2,183 | 310.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002066488] |
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|---|---|---|
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AZ | 0.3 |
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SC | 0.3 |
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Tiemann Investment Advisors LLC
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TULL Financial Group Inc
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VA | 0.3 |
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Dorval Corporation
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Commonwealth Retirement Investments LLC
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|
Benchmark Investment Advisors LLC
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IL | 0.3 |
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Law & Associates Inc
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MD | 0.3 |