Golden Road Advisors LLC

RIASEC Registered

Total AUM

$238M

Discretionary

$225M

95% of AUM

Avg account

$518K

Accounts

459

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 314077
Registered since: April 15, 2021
Website: www.goldenroadadvisors.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.13%
Individuals24.72%
Pension & Profit Sharing Plans1.15%
Banking / Thrift Institutions0.96%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Golden Road Advisors LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm operates as a limited liability company and serves primarily individual and family clients. Its business combines wealth management and advisory services with insurance brokerage activity. Golden Road charges a mix of percentage-of-AUM, hourly, and fixed fees and provides financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting-related services, and selection of other advisers. The firm identifies as a capital allocator and does not report active ESG investing.