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Building 2GOLDEN ROAD ADVISORS LLC

Map pinTAMPA, FL
Phone813-491-1593
NotebookSEC #801-121158
Total AUM
$237.7M
Employees
4
Clients
251

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
615 W. DE LEON ST
TAMPA
FL 33606
United States
Operating Hours
APPOINTMENT ONLY
APPOINTMENT ONLY
Phone
813-491-1593
Other Offices
1

ReceiptFinancials

Total AUM
$237.7M
Accounts
459
Discretionary
$225.3M
Accounts
450
Non-Discretionary
$12.4M
Accounts
9

ContactClients

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Individual Clients
171
AUM
$58.8M
HNW Individual Clients
77
AUM
$173.9M
Banking Clients
1
AUM
$2.3M
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M
Charitable Organization Clients
1
AUM
$105.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLILNJNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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