Falists
← Back to search

GOLDEN RESERVE RETIREMENT, LLC

CRD 283588 · SEC 801-121383

Visit website

270 BRADENTON AVENUE, DUBLIN, OH, 43017, United States

Phone

855-456-4777

Fax

855-765-4254

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$544.3M

Discretionary AUM

$544.3M

Team

45 total employees; 22 advisory reps

Clients

More than 500

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals1933$440.1M
High net worth individuals75$104.2M

States served

AL, AZ, CA, DC, GA, ID, IL, IN, IA, KS, KY, ME, MI, NE, NJ, NC, OH, OK, OR, PA, SC, TN, VA, WV, WY, MO, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD