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GOLDEN YEARS FINANCIAL, LLC
CRD 286458
7201 W LAKE MEAD BLVD, SUITE 120, LAS VEGAS, NV, 89128, United States
Phone
(702) 258-4455
Fax
(702) 258-4747
Registration
— (—)
Source
State registered
Total AUM
$40.0M
Discretionary AUM
$40.0M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES/PORTFOLIO ANALYSIS (MRI) FEES
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPORTFOLIO ANALYSIS (MRI) SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $30.8M |
| High net worth individuals | 9 | $9.2M |
All web addresses on file
Official SEC filing: View on IAPD