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Golden Reserve Retirement, LLC

● SEC registered since 2021CRD 283588SEC# 801-121383Dublin, OH
Export (members)
Reg. AUM
$310.9M
Employees
31
Accounts
2,183
Location
Dublin, OH

Golden Reserve Retirement, LLC assets under management

Golden Reserve Retirement, LLC is an SEC-registered investment adviser based in Dublin, OH. The firm has been registered since 2021. It reports $310.9 million in regulatory assets under management and employs 31 people.

Golden Reserve Retirement, LLC owners & executives

3 reported
NameTitleOwnershipSince
Anna Christine ControlChief Compliance OfficerUnder 5%2024
Gregory J. Aler ControlSilent Owner50-75%2016
Justin Joseph SpringSilent Partner5-10%2021

Frequently asked questions

How much does Golden Reserve Retirement, LLC manage?

Golden Reserve Retirement, LLC reports $310.9 million in regulatory assets under management on its Form ADV.

How many employees does Golden Reserve Retirement, LLC have?

Golden Reserve Retirement, LLC reports 31 employees.

Where is Golden Reserve Retirement, LLC located?

Golden Reserve Retirement, LLC is based in Dublin, OH and has been SEC-registered since 2021.

Does Golden Reserve Retirement, LLC disclose fund performance?

Golden Reserve Retirement, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address270 Bradenton Avenue, Dublin, OH 43017
Phone855-456-4777
Fax855-765-4254
Office hours9:00 a.m. - 6:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$310.9M
Non-discretionary$0
Total (RAUM)$310.9M