Investment adviser · CRD 283588
GOLDEN RESERVE RETIREMENT, LLC
Investment adviser filing (IA)
DUBLIN, OH, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $544M Form ADV · Item 5.F
- Client accounts
- 2,008 Accounts, not individual clients
- Employees
- 45 Reported in this filing
- Advisory professionals
- 22 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,933 | $440,082,611 | 80.9% |
| High-net-worth individuals | 75 | $104,203,870 | 19.1% |
Filing source
Form ADV 2050921 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Fixed
Principal office
270 BRADENTON AVENUEDUBLIN, OH, 43017, United States
CRD 283588
Filing source
Form ADV 2050921 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.