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 registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (registration year 2021) and focuses on serving individual and family clients through a fixed-fee business model. Its advisory capabilities emphasize financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and client education through publications and workshops. The firm also describes itself as a capital allocator, implying it sources or places client capital with third-party managers where appropriate. Golden Reserve does not identify 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
1 of 1
Gregory Aler
Founder and CEOCRD 6679727
Contacts
3 of 29
John Forloine
PartnerCRD 5867892
Craig Robinette
Senior Retirement PlannerCRD 4479226
Paul Brewer
Senior Retirement PlannerCRD 4027395
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$533M in ETFs
97%
$518M
2%
$14.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $152M | 410,464 | 28.50% |
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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