Golden Retirement Advisors, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
156780
Fee structure
Hourly Charges, Fixed Fees
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Golden Retirement Advisors, Inc. is organized as a corporation with domestic and individual ownership. The firm is classified as an unclassified adviser and is identified as a capital allocator rather than a traditional asset-gathering RIA. Its advisory activity centers on selecting other managers and delivering educational seminars or workshops. Compensation appears to come through hourly charges and fixed fees rather than percent-of-assets billing. The firm is not marked as an active ESG investor, does not operate across multiple states, and is not identified as a pension consultant or a related adviser. The year the firm registered with the SEC is not provided.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Jerome Golden

    Jerome Golden

    President, CEOCRD 832123

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
369 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth