GOLDEN ROAD ADVISORS LLC

RIASEC RegisteredEst. 2021

Total AUM

$238M

Discretionary

$225M

95% of AUM

Avg account

$518K

Accounts

459

Employees

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 314077
Registered since: April 15, 2021
Website: www.goldenroadadvisors.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.13%
Individuals24.72%
Pension & Profit Sharing Plans1.15%
Banking / Thrift Institutions0.96%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Golden Road Advisors LLC is an independent, SEC-registered RIA formed in 2021 and organized as an LLC with individual ownership. The firm serves individual and family clients, offering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its advisory services include pension consulting and the selection of other advisers, and the firm also operates as an insurance broker. Golden Road bills clients via a mix of percentage-of-AUM fees, hourly charges, and fixed fees. It describes itself as a capital allocator and does not position itself as an active ESG investor.