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Golden Road Advisors LLC

● SEC registered since 2021CRD 314077SEC# 801-121158Tampa, FL
Export (members)
Reg. AUM
$170M
Employees
5
Accounts
396
Location
Tampa, FL

Golden Road Advisors LLC assets under management

Golden Road Advisors LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2021. It reports $170 million in regulatory assets under management and employs 5 people.
www.goldenroadadvisors.comView on SEC.gov ↗

Golden Road Advisors LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Stuart Kikoler ControlPrincipal And Chief Compliance Officer50-75%2021
Kevin Angers Caldwell ControlPrincipal50-75%2021

Frequently asked questions

How much does Golden Road Advisors LLC manage?

Golden Road Advisors LLC reports $170 million in regulatory assets under management on its Form ADV.

How many employees does Golden Road Advisors LLC have?

Golden Road Advisors LLC reports 5 employees.

Where is Golden Road Advisors LLC located?

Golden Road Advisors LLC is based in Tampa, FL and has been SEC-registered since 2021.

Does Golden Road Advisors LLC disclose fund performance?

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

Contact & registration

Address615 W. de Leon St, Tampa, FL 33606
Phone813-491-1593
Office hoursAppointment Only
SEC regionMiami Regional Office (MIRO)
CIK2014454
Discloses disciplinary historyNo

Assets under management

Discretionary$164.1M
Non-discretionary$5.8M
Total (RAUM)$170M