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GOLDEN ROAD ADVISORS LLC
615 W. De Leon St
Tampa, Florida 33606
Tel: 813-491-1593
About GOLDEN ROAD ADVISORS LLC
GOLDEN ROAD ADVISORS LLC, formally registered with the SEC as GOLDEN ROAD ADVISORS LLC. The firm was established in 04/15/2021. They have over 2 offices throughout the country.
GOLDEN ROAD ADVISORS LLC is a Tampa, Florida based Financial Planning firm with nearly $169,960,957 assets under management, offering retirement planning & investment advisory services to 396 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 314077 |
| SEC# | 801-121158 |
| Assets Managed by Firm | $169,960,957 |
| No. of Clients | 396 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 396 | $169,960,957 |
| Individuals (other than high net worth individuals) | 95 | $40,037,304 |
| High net worth individuals | 88 | $126,936,588 |
| Charitable organizations | Fewer than 5 clients | $98,482 |
| Corporations or other businesses | Fewer than 5 clients | $2,888,583 |
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