GOLDEN RESERVE RETIREMENT, LLC

270 Bradenton Avenue
Dublin, Ohio 43017
Tel: 855-456-4777

About GOLDEN RESERVE RETIREMENT, LLC

GOLDEN RESERVE RETIREMENT, LLC, formally registered with the SEC as GOLDEN RESERVE RETIREMENT, LLC. The firm was established in 06/02/2021. They have over 42 offices throughout the country.

GOLDEN RESERVE RETIREMENT, LLC is a Dublin, Ohio based Financial Planning firm with nearly $310,932,597 assets under management, offering retirement planning & investment advisory services to 2183 clients. The firm is staffed with 31 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	283588
SEC#	801-121383
Assets Managed by Firm	$310,932,597
No. of Clients	2183
No. of Advisors	31

Fee Structure

Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2183	$310,932,597
Individuals (other than high net worth individuals)	1350	$252,061,054
High net worth individuals	35	$58,871,543

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