Golden Reserve Retirement, LLC
Firm details
- Headquarters
- Dublin, Ohio
- CRD number
- 283588
- Registered since
- June 2, 2021
- Website
- goldenreserve.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- Individuals80.85%
- HNWI19.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Golden Reserve Retirement, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm serves individual and family clients and operates on a fixed-fee model. Its practice centers on financial planning and portfolio management for individuals and small businesses, and it also provides manager selection, publishes periodicals or newsletters, and runs educational seminars and workshops. The firm is identified as a capital allocator and reports relationships with accountants, law firms, and insurance companies as industry affiliates. It does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents13%
- Exchange Traded Equities5%
Owners & executives
1 of 1
Gregory Aler
Founder and CEOCRD 6679727
Contacts
3 of 30
Robert Shampine
Senior Retirement PlannerCRD 4638102
Timothy Stallings
PartnerCRD 3076630
Heather Trbovich
FSACRD 6128751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$533M in ETFs
97%
$518M
2%
$14.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $152M | 410,464 | 28.50% |
Location
Dublin, OH
Franklin
Location
Dublin, OH
Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 270 Bradenton Ave
- Time zone
- ET (UTC-5)
- Office locations
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