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, owner-operated registered investment adviser formed as an LLC and SEC-registered in 2021. The firm serves individual and family clients and combines fee models that include a percentage of assets under management, hourly charges, and fixed fees. Alongside portfolio management and financial planning, the firm lists insurance brokerage among its business activities and indicates it performs selection-of-other-advisers work and pension consulting services as part of its advisory menu. Golden Road identifies as a capital allocator but does not position itself as an active ESG investor.