Gold Medal Waters, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$286M

Discretionary

$279M

98% of AUM

Avg account

$429K

Accounts

666

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 132294
Registered since: August 20, 2018
Website: www.goldmedalwaters.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI92.39%
Individuals5.22%
Pension & Profit Sharing Plans2.18%
Corporations / Businesses0.21%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gold Medal Waters, Inc. is an independent registered investment adviser that began SEC registration in 2018 and is owned by an individual principal. The firm serves a mix of high-net-worth individuals, families and institutional clients, and positions itself as a capital allocator that blends outsourced manager selection with in-house portfolio oversight. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-type services and selection of other advisers. Fee arrangements are a mix of percentage of assets under management and fixed fees. The firm does not present itself as an active ESG investor. Gold Medal Waters, Inc. was recognized as a Top RIA Firm by FA Magazine in 2020.