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, SEC-registered RIA organized as an LLC and active since 2021. The firm focuses on serving individuals and families, operating under a fixed-fee model and describing itself as a capital allocator. Its client-facing services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm also performs manager selection for third-party advisers and produces educational content through periodicals and workshops. Golden Reserve maintains formal industry relationships with accountants, law firms, and insurance companies, which appear to support its planning and implementation work. It is not identified as an ESG-focused advisor.
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 1Gregory Aler
Founder and CEOCRD 6679727
Contacts
3 of 27ROBERT SHAMPINE
Senior Retirement PlannerCRD 4638102
TIMOTHY STALLINGS
PartnerCRD 3076630
Matthew Barnes
Retirement PlannerCRD 7685413
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$442M in ETFs
98%
$431M
1%
$10.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $127M | 397,278 | 28.85% |
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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