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GOLDEN ROAD ADVISORS LLC
CRD 314077 · SEC 801-121158
615 W. DE LEON ST, TAMPA, FL, 33606, United States
Phone
813-491-1593
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.7M
Discretionary AUM
$225.3M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 171 | $58.8M |
| High net worth individuals | 77 | $173.9M |
States served
AL, IL, NJ, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD