Golden Reserve Retirement, LLC
● SEC registered since 2021CRD 283588SEC# 801-121383Dublin, OH
Reg. AUM
$544.3M
Employees
45
Accounts
2,008
Location
Dublin, OH
Golden Reserve Retirement, LLC assets under management
Golden Reserve Retirement, LLC is an SEC-registered investment adviser based in Dublin, OH. The firm has been registered since 2021. It reports $544.3 million in regulatory assets under management and employs 45 people.
Golden Reserve Retirement, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anna Christine Control | Chief Compliance Officer | Under 5% | 2024 |
| Gregory J. Aler Control | Silent Owner | 50-75% | 2016 |
| Justin Joseph Spring | Silent Partner | 5-10% | 2021 |
Frequently asked questions
How much does Golden Reserve Retirement, LLC manage?
Golden Reserve Retirement, LLC reports $544.3 million in regulatory assets under management on its Form ADV.
How many employees does Golden Reserve Retirement, LLC have?
Golden Reserve Retirement, LLC reports 45 employees.
Where is Golden Reserve Retirement, LLC located?
Golden Reserve Retirement, LLC is based in Dublin, OH and has been SEC-registered since 2021.
Does Golden Reserve Retirement, LLC disclose fund performance?
Golden Reserve Retirement, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 270 Bradenton Avenue, Dublin, OH 43017 |
| Phone | 855-456-4777 |
| Fax | 855-765-4254 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$544.3M▲ 75%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$544.3Mregulatory AUM
Discretionary $544.3M