Golden Reserve Retirement, LLC
Firm details
- Headquarters
- Dublin, Ohio
- CRD number
- 283588
- Registered since
- June 2, 2021
- Website
- goldenreserve.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- Individuals80.85%
- HNWI19.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Golden Reserve Retirement, LLC is an independent, individually owned registered investment adviser that began SEC registration in 2021. The firm focuses on serving individual and family clients with a fixed‑fee pricing model and describes itself as a capital allocator — it provides portfolio management and financial planning plus support for selecting outside advisers. Client‑facing activities include financial planning, portfolio management for individuals and small businesses, educational seminars and publications. The firm does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents13%
- Exchange Traded Equities5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$538M in ETFs
97%
$523M
2%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $154M | 411,269 | 28.63% |
Location
Dublin, OH
Franklin
Location
Dublin, OH
Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 270 Bradenton Ave
- Time zone
- ET (UTC-5)
- Office locations
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