The Gold Company
Firm details
- Headquarters
- ,
- CRD number
- 123127
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals99.13%
- Other0.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Gold Company is a sole-proprietorship independent registered investment advisor run by an individual owner and focused on serving individual and family clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. The firm charges clients via a percentage-of-AUM schedule and also uses hourly billing for select services. It is not identified as an active ESG investor, does not act as a capital allocator to third-party managers, and is not positioned as a pension consultant or related adviser.
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 Funds30%
- Investment Grade Corp Bonds19%
- Exchange Traded Equities18%
- Non-Investment Grade Corp Bonds8%
- Private Funds8%
Contacts
1 of 1
Joel Gold
PrincipalCRD 223801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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