GOLDEN ROAD ADVISORS LLC
CRD #314077 SEC #801-121158 TAMPA, FL 813-491-1593
SEC Registered
Total AUM
$170M
Discretionary
$164.1M
Employees
5
Clients
101
Accounts
396
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 21, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| CALDWELL, KEVIN, ANGERS | I | PRINCIPAL | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| KIKOLER, JEFFREY, STUART | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Feb 21, 2025 REGISTERED
Notice Filings (6)
AL FL IL NJ NY TX
Address
615 W. DE LEON STTAMPA, FL 33606
United States
Phone: 813-491-1593