Golden Lake LLC

Overview

Golden Lake LLC operates as a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes both individual investors and families, employing a fee structure that incorporates a percentage of assets under management, commissions, and performance-based fees. While the firm does not actively engage in ESG investing, it maintains a straightforward approach to investment management, emphasizing traditional asset classes and mutual funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices