Overview
Assets Under Management: $170 million
Headquarters: TAMPA, FL
High-Net-Worth Clients: 88
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.69
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 396
Discretionary Accounts: 388
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 314077
Last Filing Date: 2025-02-21 00:00:00
Website: https://goldenroadadvisors.com