Overview
Assets Under Management: $410 million
High-Net-Worth Clients: 34
Average Client Assets: $4 million
Frequently Asked Questions
GOLD INVESTMENT MANAGEMENT LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152056), GOLD INVESTMENT MANAGEMENT LTD. is subject to fiduciary duty under federal law.
GOLD INVESTMENT MANAGEMENT LTD. serves 34 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, GOLD INVESTMENT MANAGEMENT LTD. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
GOLD INVESTMENT MANAGEMENT LTD. manages $410 million in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, GOLD INVESTMENT MANAGEMENT LTD. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 34
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.68
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,614
Discretionary Accounts: 2,614
Regulatory Filings
CRD Number: 152056
Filing ID: 1959059
Last Filing Date: 2025-03-18 19:31:00
Website: https://gold-im.com