The GOLDEN RESERVE RIA is a privately held investment adviser that advises $544.29mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. GOLDEN RESERVE RIA is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 324.77% over the last 5-years.
The Group has been registered with the SEC for 5.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 23 office locations with their Headquarters at 270 BRADENTON AVENUE, DUBLIN, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 45 employees comprised of 22 investment and 23 non-investment staff. The total number of Employees increased by 164.71% over the last 5-years.
Their $544.29mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $440.08mn or 80.85% of Total Assets and High Net Worth Individuals own $104.2mn or 19.15% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees.
GOLDEN RESERVE RIA names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.