GOLDEN RESERVE RETIREMENT, LLC
CRD #283588 SEC #801-121383 DUBLIN, OH 855-456-4777
SEC Registered
Total AUM
$310.9M
Discretionary
$310.9M
Employees
31
Clients
--
Accounts
2,183
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $310.9M | $310.9M | $0 | 31 | 0 |
| May 2025 | $310.9M | $310.9M | $0 | 31 | 0 |
| Apr 2025 | $310.9M | $310.9M | $0 | 31 | 0 |
| Feb 2025 | $310.9M | $310.9M | $0 | 31 | 0 |
| Feb 2025 | $310.9M | $310.9M | $0 | 31 | 0 |
| Sep 2024 | $201.1M | $201.1M | $0 | 9 | 0 |
| Jul 2024 | $201.1M | $201.1M | $0 | 9 | 0 |
| Mar 2024 | $201.1M | $201.1M | $0 | 9 | 0 |
| Aug 2023 | $109.2M | $109.2M | $0 | 9 | 0 |
| Apr 2023 | $109.2M | $109.2M | $0 | 9 | 0 |
| Mar 2023 | $109.2M | $109.2M | $0 | 9 | 0 |
| Nov 2022 | $123.6M | $123.6M | $0 | 9 | 0 |
| Jun 2022 | $123.6M | $123.6M | $0 | 9 | 0 |
| May 2022 | $123.6M | $123.6M | $0 | 12 | 0 |
| Apr 2022 | $123.6M | $123.6M | $0 | 12 | 0 |
| Mar 2022 | $123.6M | $123.6M | $0 | 13 | 0 |
| Sep 2021 | $128.1M | $128.1M | $0 | 16 | 0 |
| Aug 2021 | $128.1M | $128.1M | $0 | 15 | 0 |
| Aug 2021 | $128.1M | $128.1M | $0 | 15 | 0 |
| Jun 2021 | $128.1M | $128.1M | $0 | 17 | 0 |
| May 2021 | $128.1M | $128.1M | $0 | 17 | 0 |
DateAug 2025
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees31
Clients0
DateMay 2025
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees31
Clients0
DateApr 2025
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees31
Clients0
DateFeb 2025
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees31
Clients0
DateFeb 2025
Total AUM$310.9M
Discretionary$310.9M
Non-Disc.$0
Employees31
Clients0
DateSep 2024
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees9
Clients0
DateJul 2024
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$201.1M
Discretionary$201.1M
Non-Disc.$0
Employees9
Clients0
DateAug 2023
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees9
Clients0
DateNov 2022
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees12
Clients0
DateApr 2022
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$123.6M
Discretionary$123.6M
Non-Disc.$0
Employees13
Clients0
DateSep 2021
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees16
Clients0
DateAug 2021
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees15
Clients0
DateAug 2021
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees15
Clients0
DateJun 2021
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees17
Clients0
DateMay 2021
Total AUM$128.1M
Discretionary$128.1M
Non-Disc.$0
Employees17
Clients0